The Documentation Register

The complete written record of the TaxMax platform — a guided tour of every function, two comprehensive manuals regenerated live from the running system, and the certified Architecture Record — all downloadable as branded, SHA-256 signed PDFs.

TaxMax Enterprise · User Guide

The TaxMax User Guide

The complete member manual. Every module in operational order — the engine, the council, the books, the return, defense, wealth, documents, security, billing — plus the full function reference, council roster, skills catalog, and glossary as appendices.

31 chapters≈ 13,866 wordsA4 · print-ready PDF

Contents — 31 chapters

1.Welcome to TaxMax
2.Core Concepts
3.Getting Started
4.The Command Center
5.The Tax Engine Dashboard
6.Engine Inputs and What Each One Moves
7.Optimized Configurations — The Lever Book
8.The Council of Agents
9.The Skills Library
10.Connecting Your Financial Accounts
11.The Live Ledger and Bookkeeping
12.The Living Return and Filing
13.IRS Notices and Audit Defense
14.Entity Structure and Nexus
15.Wealth Building and Retirement
16.Estate and Succession
17.Documents and the Archives
18.Reports and Briefs
19.Security and MFA
20.Privacy, Consent, and Erasure
21.Tiers, Billing, and the Black Retainer
22.Partners and CPA Collaboration
23.Where to Go From Here
24.Deep Dive — The S-Corp Pivot, Worked End to End
25.Deep Dive — Deduction Levers with Worked Arithmetic
26.Deep Dive — Building an Audit-Proof File
27.Deep Dive — The Self-Correcting System
28.Appendix A — The Complete Function Reference
29.Appendix B — The Council Reference
30.Appendix C — The Skills Catalog
31.Appendix D — Glossary

TaxMax Enterprise · Technical / Service Manual

The TaxMax Technical / Service Manual

The platform reference for technical and service readers: architecture, the deterministic engine, the data model, RLS, the function and workflow catalogs, integrations, security engineering, compliance governance, and troubleshooting procedures.

22 chapters≈ 7,941 wordsA4 · print-ready PDF

Contents — 22 chapters

1.1. System Overview and Architecture
2.2. The Deterministic Tax Engine
3.3. Frontend Architecture
4.4. Data Model
5.5. Row-Level Security Model
6.6. Backend Functions
7.7. Workflows and Hyper-Automation
8.8. The Agent Council and MCP
9.9. Integrations — Stripe
10.10. Integrations — Plaid and Google Drive
11.11. Security Architecture
12.12. Compliance and Governance
13.13. Reliability and Operations
14.14. Performance and Conventions
15.15. Terminology Standard
16.Deep Dive — The Recursive Optimization Loop and the Executor
17.Deep Dive — Entitlement and Checkout, Traced End to End
18.Deep Dive — Worked Failure Walkthroughs
19.Appendix A — Backend Function Catalog
20.Appendix B — Workflow Catalog
21.Appendix C — Entity Data Model
22.Appendix D — Platform Inventory

TaxMax Enterprise · Architecture Record

The TaxMax Enterprise Architecture Record

The certified architectural statement: the three-pillar topology — Cognitive, Evolution, Structural — the drill protocol that validated it, the September 2026 validation record, and the operating doctrine of Strategic Oversight. The Record, not the walkthrough.

8 chapters≈ 1,518 wordsA4 · print-ready PDF

Contents — 8 chapters

1.The Architectural Statement
2.The Three-Pillar Topology
3.Pillar I — The Cognitive Layer
4.Pillar II — The Evolution Layer
5.Pillar III — The Structural Layer
6.The Drill Protocol
7.Validation Record — September 14, 2026
8.Operating Doctrine — Strategic Oversight

The Guided Tour

Prefer to be walked through? The in-app tour covers every module in operational order with at-a-glance instructions, saved progress, and jump-to-any-function navigation — the same reference that powers the User Guide's function appendix.

Open the Guided Tour