Parkhurst Consulting CPA PC

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Parkhurst Firm Boards

Published copies of the firm's live Cowork boards
Boards published
4
3 here + the live firm dashboard
Snapshot date
2026-08-03
Boards on this site are point-in-time copies
Close periods
2026-01 → 06
2026-07 rows not yet generated
Source of truth
Cowork
Edits happen on the live artifacts, not here

Firm boards

Same passcode on every page. These are read-only published copies for firm reference — the writable versions live as Cowork artifacts on WT-PARKHURST-11, and the authoritative source files sit in Dropbox /Cowork.

BoardWhat it showsDataOpen
Parkhurst Firm Dashboard The monthly-close board — entity × gates, review queue, files & paths. Republished daily from live Airtable data. Live-refreshed daily Open ↗
Close Workflow The monthly-close workflow map (bank lane, payroll lane, convergence) plus a read-only board twin. Snapshot 2026-08-03 Open ↗
Workflow xRay Every firm workflow step, service line × stage (Receive → Deliver), with owners, tools and status. Snapshot 2026-08-03 Open ↗
IRS Checklist Routing 1040 households from the client registry with routing to each client's checklist tab. Tax IDs masked to last-4. Snapshot 2026-08-03 Open ↗

How to read these pages

Published copies open read-only with a banner naming their snapshot date. Checkboxes and edits are disabled by design — to work the close, use the Cowork artifact. If a board here looks stale, the artifact is the current truth.

Retired: Close Command Center

Merged into the Parkhurst Firm Dashboard on 2026-08-01 — the dashboard's Close board tab is the single source of truth for the monthly close. If a bookmark or note points at the old Close Command Center, use the Firm Dashboard link above instead.