CPA Collaboration Hub
Secure executive hand-off, AI-briefings, and real-time query resolution for your tax professional.
AI Executive Briefing
Synthesized operational data to reduce billable discovery time.
"This year, your venture realized $4,200 in Forex gains across 3 currencies. Sales Tax Nexus was triggered in New York in Q3. All 1099-NEC forms for your 4 contractors have been pre-validated against IRS records."
FX P&L Impact
+$4,200
Contractor Spends
$18,500
State Liabilities
3 Active
CPA Query Queue
Transactions flagged by your accountant requiring your clarification.
" Is this hardware (CapEx) or software subscription? "
" Missing breakdown of included VAT for this period. "
CPA Access & Security Matrix
Define the boundaries of your accountant's visibility and control.
READ-ONLY VISIBILITY
OPERATIONAL PRIVILEGES
Continuous Data Handoff
Synced in real-time to your accountant's dashboard.
| Document Artifact | Category | Last Sync |
|---|---|---|
| Monthly P&L Summary | Reports | Just now |
| Transaction Export (All) | Data | Just now |
| 1099-K Drafts | Tax Forms | Just now |
Master Tax Package
Lock and bundle your final compliance records.
Compiling your Venture Ledger, Reconciled 1099-Ks, and AI-categorized expenses into an audit-defense ZIP for your CPA.
Collaboration Portal
Integrity History
CPA reviewed Q2 financials
...
CPA uploaded tax workpapers
...
CPA left a comment on "Marketing Expense"
...
Strategic Partners
Certified VenturStaq Tax Professionals.
Rachel Green, CPA
SaaS & Tech
David Geller, EA
International Tax