Fondo Production Checklist

Overview

Fondo handles startup tax preparation, R&D credit claims, bookkeeping, and compliance filings. A production integration syncs financial data from banking, payroll, and expense platforms into Fondo for automated tax workflows. Failures mean missed filing deadlines, incorrect R&D credit claims, or unreconciled books that block board reporting.

Prerequisites

• A finance owner, authorized reviewer, completed staging evidence using synthetic data, and documented rollback/correction process.
• Approved data flows, retention rules, access controls, filing calendar, and escalation contacts.

Instructions

1. Attach evidence or a named owner decision to each applicable control and maintain professional review for financial/tax conclusions.
2. Verify scoped secrets, source reconciliation, redacted diagnostics, access boundaries, and safe failure handling before promotion.
3. Run a synthetic canary and review aggregate health, delivery, and reconciliation results; halt on discrepancy or access failures.
4. Record approval, exceptions, correction/rollback owner, and follow-up date.

Output