ProSpine Accountant

Problem

Solo accountants lose billable hours to email threads, receipt chasing, and tax-season coordination that never becomes a docket.

Constraints

• PIPEDA-aligned professional privacy (Light Shield — no PsyNova-grade clinical zones).
• Ghost Mode: unbranded surfaces; 100% fee retention to the professional.
• Document-heavy intake must map to Client_ID vault paths.

Systems Analysis

ProSpine wraps CoreSpine with:

1. Intake — identity, entity type, secure uploads (T4, receipts, statements).
2. Document vault — client folders + D1 document_metadata.
3. Analista engine — docket-extraction.ts maps communication logs → billable_events.
4. Dashboard — capacity meter, tax-status kanban, lead-gen hook.

Deployment

• Schema: src/db/schema.sql / db/migrations/003-professional-accountant.sql
• Dashboard: /professional/dashboard/