CPA-facing tools
Workspace, documents, reminders
Software posture should tell the operator whether a capability is live, local-only, manual, or still clearly provisional.
Owner-gated tools
Billing, writes, invitations
Software posture should tell the operator whether a capability is live, local-only, manual, or still clearly provisional.
Checklist
Confirm CPA-facing tools
The workspace is ready for demo operations, while live write actions still require owner authentication and final workspace setup.
Guidance
Keep setup practical
Confirm which daily tools the practice will use first, then keep technical infrastructure health out of the CPA setup checklist.
Keep the CPA setup practical
This lane should explain daily practice readiness, not internal provider orchestration.
Separate infrastructure health
Provider status belongs in an admin or platform health view, not the normal CPA setup path.