Specialist Command
Modular CPA-lawyer-valuation operating workspace
Tax, valuation, legal-CPA, documents, AI, billing, and deadline control stay inside the LedgerWorksOS shell with shared tenancy, RBAC, and audit posture.
Active packs
3
Tax, valuation, legal-CPA
High-risk matters
2
LOA and estate tax
Deadlines this week
5
BIR, SEC, inspection
Retainers held
PHP 428K
Across specialist work
Practice Packs
Activatable specialist modules
Active packs appear as working modules; future packs remain visible without cluttering the dashboard.
Specialist
Tax Practice
BIR filings, LOA defense, tax exposure, and memo drafting.
Open pack
Specialist
Valuation/Appraisal
Assignments, inspection, comparables, PVS-style reports, and GIS evidence.
Open pack
Specialist
Legal-CPA Advisory
Estate, corporate secretary, contract, due diligence, and evidence workflows.
Open pack
Specialist
Estate Settlement
EJS, CAR, estate tax, heir mapping, asset inventory, and transfer tracking.
Open pack
Firm
Corporate Compliance
SEC GIS, secretary certificates, board actions, and compliance evidence.
Open pack
Future
Audit & Assurance
Planning, working papers, review notes, and sign-off evidence.
Open pack
Future
FMVA Advisory
Financial modeling, scenario analysis, and advisory deliverables.
Open pack
Specialist
Fraud Examination
Fraud cases, evidence custody, transaction exceptions, findings, and litigation support.
Open pack
Starter
OFW Compliance
Remote taxpayer support, SPA evidence, and filing coordination.
Open pack
Engagements
Active specialist work
| Client | Pack | Stage | Owner | Deadline | Risk | Next action |
|---|---|---|---|---|---|---|
| Cordero Foods Inc. VAT and EWT quarterly review | Tax | Reviewer sign-off | Tax Associate | May 25, 2026 | High | Resolve BIR Form 2550Q variance |
| Ortigas Holdings Family Office Commercial land valuation | Valuation | Comparable review | Appraiser | May 28, 2026 | Medium | Approve adjustment grid |
| Mabini Ventures Corp. SEC compliance and secretary certificates | Legal-CPA | Document drafting | Legal Counsel | Jun 3, 2026 | Medium | Run conflict check |
| Estate of Amalia Santos Estate tax and CAR release | Estate | Asset inventory | Partner | Jun 10, 2026 | High | Request TCT and bank certificates |
| Narra Infrastructure JV Progress billing and procurement fraud review | Forensic | Evidence collection | Fraud Examiner | Jun 14, 2026 | High | Collect supplier invoices and custody signatures |
Floating Module
Tax workspace preview
The dashboard stays clean while specialist work opens as contextual command surfaces.
Tax Practice Pack
LOA tracker, returns queue, exposure alerts
BIR Form 2550Q variance needs reviewer sign-off.
LOA-2026-0147 response package due May 27.
Deadlines
Compliance timeline
May 25
BIR Form 2550Q VAT filing
Cordero Foods Inc. - RDO 043 - Tax Associate
May 27
LOA response package
Northbay Trading - LOA-2026-0147 - Manager
May 28
Appraisal inspection
Ortigas commercial land - Appraiser
Jun 3
SEC GIS submission
Mabini Ventures Corp. - Legal Counsel
Jun 10
Estate tax filing and CAR follow-up
Estate of Amalia Santos - Partner
Documents
Review queue
BIR Form 2550Q workpaper
Cordero Foods Inc. - VAT quarterly review
LOA submission index
Northbay Trading - Audit defense
Comparable sales adjustment grid
Ortigas Holdings Family Office - Commercial land valuation
EJS and heir document checklist
Estate of Amalia Santos - Estate settlement