Does the internal staff-facing tax status tool connect to the client-facing portal, and does the client see the same information?

Yes. The member built an equivalent client-facing version of the internal tool, showing a lighter, condensed version of the tax return status (about six stages, such as organizer complete, tax manager review, initial questions sent, final return) compared to the fuller internal view. Air Table sits at the center connecting both sides, feeding the internal team full information while surfacing only the selected subset of that information to clients.