Workflow xRay — Document & Work Lifecycle

From where it arrives → to where it's done → to where it's stored → to what's delivered
Parkhurst Consulting CPA PC · whole-firm view · v7 — live in Airtable + Notion
Service line All Accounting Workflow Individual Tax (1040) Business Tax Reporting & Advisory Onboarding
✓ v7 — now a live, shared system. The workflow lives in an editable Airtable base (source of truth, you + Katey edit anytime) with a readable Notion SOP page that links each step straight to its record. This HTML stays as the visual view; it's also saved to memory for future Cowork chats.
✎ Keep going — click any dashed box to add notes (saved in this browser). Amber dashed cards are still open questions. Hit ⬇ Export my notes to send the next batch back to me.
1 · Receive
2 · Stage / Organize
3 · Process
4 · Review / QC
5 · Store
6 · Deliver
▣ confirm
★ KEY key step
TO BUILD planned
Service ↓ / Stage →
1 · RECEIVEdocument arrives
2 · STAGEorganize & name
3 · PROCESSdo the work
4 · REVIEWQC & tie-out
5 · STOREsystem of record
6 · DELIVERto the client
Systems map every tool in the workflow, grouped by the role it plays
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