Managing People

People are the individual clients in DarkLion — the taxpayer, their spouse, adult children, or any person who has their own portal login and tax records. Each Person belongs to one Relationship (household) but can have access to multiple Companies.

Person Fields

When creating or editing a Person, you'll fill in the following fields across a two-column modal:

Left Column — Personal Information

• First Name / Last Name
• Email — Used as the portal login. Must be unique across the firm.
• Phone — Used for SMS notifications (if enabled).
• Date of Birth — Stored encrypted. Used for age-related calculations and RMD tracking.
• Filing Status — Single, MFJ (Married Filing Jointly), MFS (Married Filing Separately), HOH (Head of Household), or Qualifying Widow.
• SSN — Stored encrypted. Only the last 4 digits are shown in the UI.
• Billing Method — How this person is billed for services.
• StanfordTax URL — Legacy field linking to their StanfordTax organizer. Being replaced by the DarkLion native organizer.

Right Column — Address & Notes

• Address Line 1 / Line 2
• City, State, Zip
• Internal notes for this individual

Spouse Section (MFJ/MFS Only)

When filing status is MFJ or MFS, a full-width Spouse section appears below the two columns. You can link this person to their spouse's Person record. Linked spouses:

• Share access to the same Companies
• Can each log into the portal independently with their own credentials
• See the same documents and messages (for shared entities)

Portal Status

The Overview tab of each Person record shows their current portal status:

• Not Invited — No invite has been sent yet.
• Invite Pending — Invite was sent but the client hasn't activated their account.
• Active — Client has logged in and their account is active.

Person Detail Tabs

• Overview — Portal status, linked relationship, spouse, quick stats.
• Docs — All documents belonging to this person, organized by year and category.
• Tax — Tax-related fields and prior year data.
• Communication — All message threads with this person.
• Organizers — All tax organizers sent to this person.
• Workflow — Active pipeline cards across all pipelines for this person.
• Notes — Internal staff notes.

The Workflow Tab

The Workflow tab gives you a complete view of this person's active pipeline cards without leaving their record:

• Shows all active cards across every pipeline this person is enrolled in.
• + Create Card — Add this person to a pipeline directly from their record (choose pipeline and starting stage).
• ← → Stage Buttons — Move the card one stage backward or forward without going to the kanban board.
• ⚡ Fire Trigger — Manually fire a pipeline trigger for this person (e.g., simulate an organizer submission for testing).