Practice Domain
Practice operations
Client work, documents, deadlines, engagements, books, services, SOPs, and specialist workflows.
Clients, deadlines, documents, books, and delivery
This page remains on its existing route while the shell now orients it inside the LedgerWorksOS domain model.
Setup tracks
7
The number of distinct setup lanes the practice can already work through.
Completed checks
3 / 18
Checks already marked stable in the current setup story.
Live provider lanes
3
Auth, storage, and observability are already in live alpha mode.
Sandbox lanes
3
Billing, notifications, and jobs still need later provider promotion.
Readiness checks
coverage
Practice setup now stays separate from platform infrastructure checks: CPA foundations drive the operating workspace, while account, plan, and account access state remain supporting controls.
Setup lanes
Choose the lane that needs attention next
Each setup lane is scoped tightly on purpose, so the operator can improve one foundation at a time without losing the workspace-wide picture.
Hardware
Hardware Setup Guide
Define the minimum desk, device, backup-power, and connectivity posture before client work depends on fragile tools.
Recommended next move: Lock the device, power, audio, and connectivity basics before promising recurring delivery windows.
Software
Software Setup Guide
Confirm the practice tools a CPA needs for client work: workspace access, document handling, communication, billing readiness, and deadline reminders.
Recommended next move: Confirm which daily tools the practice will use first, then keep technical infrastructure health out of the CPA setup checklist.
Workspace
Digital Workspace Setup
Define how the practice should use the command center, calendar, clients, documents, and accreditation routes as one operating system instead of a loose app bundle.
Recommended next move: Choose the default operating surfaces for the first month so the practice knows where work begins each day.
File Structure
File Structure Setup
Give the practice a simple folder map so uploads, client references, accreditation evidence, and billing documents do not collapse into one undifferentiated pile.
Recommended next move: Keep internal, client, and regulator-facing materials separated early so the document system can scale without cleanup pain later.
Phone-Only
Phone-Only Mode
Give the practice a workable minimum operating mode for days when the phone is the only available device.
Recommended next move: Use phone-only mode for triage, reminders, confirmations, and urgent visibility, not for heavy admin or long-form reconciliation.
Desktop Mode
Laptop/Desktop Mode
Define the richer operating pattern for deeper setup, document handling, multi-route review, and longer client work.
Recommended next move: Use desktop mode for multi-route reviews, uploads, client drilldowns, and any structured operations pass.
Email Setup
Practice Email Setup
Give the practice a clear view for setting the public-facing email posture before notifications and client communication become more formal.
Recommended next move: Choose the public-facing practice email and decide how it will relate to the current workspace owner identity.