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Nothing on this screen saves. The console is still running on fixtures with no API behind it, so this shows what the firm record holds — it is not a form, and none of these values can be edited yet.

Bursar never signs its own name to anything a client sees. The requests, the nudges and the finished close package all go out as Calder & Finch CPAs — there is no Bursar mark, footer or reply address anywhere on a deliverable.

A connection is the firm’s accountant access to a client’s ledger, and nothing else. The POS, delivery and bank feeds on a client’s close — Toast, DoorDash, Uber Eats, the Chase feed — arrive through that ledger; they are not connections of their own and cannot be managed here.