New Accounting & Tax Client Intake public · 12 flds
Books & Operations Setup auth · 15 flds
Tax & Filing Profile auth · 15 flds
Authorizations, Controls & Risk auth · 7 flds
Reporting, Assets & Advisory auth · 9 flds
Recurring-service / regulated-tax archetype: 1 lean public Client Intake + 4 auth-only setup forms, covering all 58 Accounting CPA custom fields exactly once. Meridian = clean, precise, professional — a confident CPA-practice look (deep-teal accent, Bodoni display headings, top-bar card). All renders are the actual SuiteDash form preview. NOT yet contributed — awaiting your nod to ship.