CPA handoff

A crypto audit packet should explain what is ready and what is not.

Gainz creates draft packet folders with status files, evidence manifests, reconciliation work orders, Form 8949-style outputs, holdings review, and CPA-facing notes.

Gainz Reports and Export page showing readiness review and packet preview
Reports & Export previews blockers, evidence counts, and draft status before packet generation.
Packet contents

Built for review, not mystery exports.

Status first

README_FIRST.md and PACKET_STATUS.md explain draft status and blockers.

CPA handoff

FOR_CPAS.md and CPA_HANDOFF.md summarize assumptions, questions, and review needs.

Evidence manifest

Shows generated files, copied sources, reference-only evidence, hashes, and missing paths.

Work order

Lists unresolved blockers by priority so the next research step is clear.

Unknown gap memos

Documents what remains unknown, what evidence to look for, user notes, and CPA questions without forcing certainty.

Privacy

Reference-only evidence by default.

Tax evidence scans can list file references without copying tax documents into the packet. Files are copied only when the user explicitly selects packet copy.

Not tax advice

Audit packets are documentation support for review. They are not a guarantee that records are complete or filing-ready.