── Selling the planning work · From a lead to a signed engagement

The engagement letter will not go out until your counsel's clause is in it

Advisory only pays if someone signs an engagement for it. This is that half: screen a prospect against four strategies, decide, send an agreement, collect the records, and deliver a proposal the client selects from. The thresholds, the fee, the assumed rates, and the legal clauses all belong to the firm — the product does the arithmetic and shows its working, and refuses to send a document whose terms nobody approved. Synthetic sample data throughout, marked on screen for the full running time.

2:33, no voiceover. Synthetic demo data throughout, marked on screen for the full running time.

What you can watch it do

The screen asks what the client paid for the properties, not what they are worth — depreciation runs on basis, and the formula on screen says which one it used
A one-time acceleration and a recurring saving sit in separate rows and never add up into one number
Every figure prints the arithmetic that produced it, naming which percentages are the firm's own assumptions
Send stays greyed out while one legal clause is unreviewed; the agreement shows the placeholder in red, and only sends after the firm's counsel text is in with a reviewer's name on it
The client's document list drops the sections that do not apply, and each authorization says what it blocks — the 8821 blocks pulling IRS transcripts
The proposal carries only what a CPA signed off, with the conditions they attached, and says plainly when the records have not arrived yet
Every decision, every voided document, every superseded acceptance stays on one visible record

Every name and number in this film is fictitious. Figures are arithmetic on self-reported inputs and assumptions each firm sets for itself, not a promise; actual results depend on each taxpayer's facts, on elections made timely and correctly, and on the practitioner's judgement at the time a return is prepared. This is not tax advice.