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I built a Data Entry Dashboard for students using Google Sheets + Excel.
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CA Firm Automation Suite — Complete. 5 Stages. 9 Days.
Started with a problem. Finished with a system.
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Zero per-month cost. Runs free on n8n + Railway.
Looking for the first CA firm to implement this. If that’s you — let’s talk.
For the tax document checklist, I'd match uploads to both the client and tax period before marking an item complete. How do you handle a client uploading last year's statement or a replacement after the checklist has already cleared?
