PTS Operating System

Portal Dashboard

A premium workspace for intake, document review, Hermes workflows, and tax operations.

Purnell Tax Solutions

Secure intake. Evidence-first review. Calm tax operations.

The portal organizes documents, workflows, and specialty reviews before staff final review.

Upload Documents Open Client Workspace

DBClient records
R2Document vault
KVRuntime cache
AIHermes layer

Document Vault

Organize uploaded files and missing evidence.

Mileage Reconstruction

Capture vehicle use and reconstruction notes.

Contractor Workflow

Track fuel, repairs, insurance, records, and equipment.

COGS / Inventory

1125-A style inventory and brokered vehicle tracking.

Audit Binder

Evidence checklist and final review package.

Hermes Console

Internal agent registry and review workflow.