Filing Readiness Agent

Checks filing gates, ranks blockers and prepares the final review handoff.

Every filing blocker appears before release.

This live workflow uses a prepared filing package. In an installation, it can read approved status fields from your tax software and filing tracker.

Test it live

01Filing packageReturn, checklist and deadline
02Readiness AgentChecks every required gate
03Blocker rankingShows missing review, signature or payment
04Practitioner reviewConfirms professional approval
05Prepared outcomeReady packet or blocker list

Your Supabase project
No pooled client database
Human approval before action
No model call needed

Under the hoodSee the systems, storage and control points

Example client installation

01Firm sourceTax software and filing tracker
02Scoped connectorReads approved status fields
03Readiness packageLoads checklist and deadline
04Rules engineRuns filing release gates
05Safety checksLocks filing until every gate passes
06Firm-owned SupabaseStores the result and run trace
07Named reviewerApproves, edits or rejects

Your operational data stays in your firm-owned database. This workflow runs on explicit rules and sends no client data to a model. No final action happens until a named person approves it.

Test the full workflow

Test the agent live

Take one record set through the full workflow.

The rules do the predictable work. Every final action still waits for a person.

Filing package→Readiness gates→Professional review

Deadline risk and missing approvalThe package is due in four days and still lacks review and authorization.Ready except client authorizationPreparation and internal review are complete; one client signature remains.Ready for human filingAll configured readiness gates are complete.

Choose a record set and run the complete workflow.

Items waiting in this agent’s lane.

1in queue

1need human review

Test it live

Subject	Agent summary	Confidence	Age	Status	Open
Harbor Works LLC · Q2 payroll filing	3 filing gates remain open	99%	5d	high priority	View →

How it connects

Supabase stores the workflow records. The server reads only this agent’s lane and turns it into the queue above. Completed rows open this agent’s compact owner view and inspectable run trace.

Test it live