Client List
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Review Queue
Transactions below confidence threshold requiring CPA sign-off.
Client Responses
0Transactions flagged for client input, grouped by client.
Discrepancies
Reconciliation gaps requiring review.
Transactions
All classified transactions for this client.
Multi-Source Verification
Cross-source trust scoring, discrepancy detection, and confidence heatmap for this wallet.
Confidence
Classification confidence for this client — real engine output, not estimates.
Journal Entries
Double-entry accounting records from the classification engine.
| Date | Type | Debit Account | Credit Account | Amount (USD) | Memo | Tx Hash | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Exports
Tax forms, software CSVs, and 1099-DA generation for this client.
Tax Summary
Realized gains, cost basis lots, and Form 8949 data for this client.
QBO Settings
Manage QuickBooks Online connection per client. Only the Bit Bookkeepers team configures these.
Firm QBOA Account
Connect once. Covers all clients using the Firm-Managed path.
Client QBO Connection
Select how this client's journal entries sync to QuickBooks.
Only companies already mapped to a BitBookOS client appear here. Add new mappings via the Intuit QBOA portal.
Links expire in 7 days. Send this to the client — they click it to authorize their own QuickBooks.
Entities
Tax entities, ownership graph, and evidence provenance for this client.
Fully-attributed ownership only
Including candidate attributions
Attestations
Immutable governance events — preparer, reviewer, and partner signoff chain.
Complete the 4-step signing ceremony with evidence review and sign ceremony.
Filing Readiness
6-gate filing readiness status. All gates must pass before filing is authorized.
Exchange Connections
CEX API credentials, import runs, and reconciliation status for this client.
Admin Tools
Internal platform management. Admin and accountant roles only.
Admin control center — clients, wallets, settings.
Prospect CRM — intake form submissions, qualification status.
Analyzer conversion funnel — wallet → lead → engagement.
CPA firm client list — engagements, status overview.
Billing, subscriptions, MRR breakdown.
Feature flags — enable/disable per client or globally.