PRIVATE WORKSPACE Verifying report source. Document uploads remain synthetic-only during the pilot.
YOUR FINANCIAL PICTURE, CONNECTED
Your family. One workspace.
Cash, wealth and business performance, alongside the documents and decisions that keep things moving.
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DOCUMENT WORKSPACE
What needs attention
KEEP THINGS MOVING
Document requests
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Your documents
Upload to your entity’s folder in Google Drive. Your team verifies each submission before accepting it.
YOUR CPAI 360 TEAM
Less chasing.
More clarity.
Use the request list to see what is needed and whether your team has accepted it.
support@cpai360.com