CA portal — client tax / expense / portfolio / documents

Summary

Per-client pillar drill-ins for a CA. Lives at website/ca/portal/clients/[ownerUid]/{tax,expense,portfolio,documents}/page.tsx.

Raw wireframe

(no wireframe — code routes; design parity with client-drill-in.html)

Copy

(verbatim user-visible strings TBD — see route)

Flows that touch this surface

(none yet — populate when flows migrate)

Entities referenced

• pillar-ca-portal
• pillar-tax
• pillar-expense
• pillar-portfolio
• pillar-inbox

Sources

• .context/wiki/surfaces/* § "/ca/portal"