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Access your personalized dashboard to manage your tax documents, track your refund status, and stay connected with our team.

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Personal Info
Tax Filings
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Bank Info
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My Information

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Dependents

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Address Info

Identification Details

SSN / ITIN Information
US Visa Information

Please select a country in "Country of Citizenship" to add identification information.

Tax Filing Information

Personal Information
Social Security Number or ITIN
Spouse Information

Income Information

Forms

W-2 and 1099 forms are managed in the Income Information section above.

Income Details

Deductions & Credits
Additional Information

Refund Status

This status is managed by your tax advisor

Upload Documents

You can upload multiple files. Accepted formats: PDF, JPEG, PNG
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Bank Information for Direct Deposit

Select the tax payer for this bank account
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  • Assigned Work
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  • Assign Work
  • Progress
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  • Time Chart
  • User Management
User
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Monthly Performance Comparison

Customer status distribution by month

🌙 Dark Mode
Your Assigned Customers
Name Phone Email Address Status Call Status Comments Action

Import Customers

Upload a CSV file to import multiple customers at once

Drop your CSV file here

or click to browse files

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CSV Preview
CSV Format Requirements
  • File must be in CSV format (.csv extension)
  • First row should contain column headers
  • Required columns: Name, Phone, Email, Address
  • Optional columns: Status, Comments
  • Maximum file size: 10MB
  • Supported formats: UTF-8 encoding
Danger Zone

Delete ALL Customers

This will permanently delete ALL customers from the database. This action cannot be undone!

Customer List
  • Select Employee
  • Mark as Unassigned
Delete Selected Delete All
Action Name Phone Email Address Assigned To Refund Status Comments
Page 1 of 1
Showing 1-100 of 0 customers
Customer Status Distribution

Overview of customer statuses

Call Status Distribution

Call activity breakdown

Reports & Analytics
Customer Report
Complete customer analysis
Call Report
Call activity summary
Performance Report
Team performance metrics
Quick Reports
Report Settings
Break Time Management
Punch Your Break Time

Status: Not on break

Break Started:

Duration: 00:00:00

Break Time History
Date Break Start Break End Duration Status
No break records found
Attendance Management
Punch Your Attendance

Status: Not checked in

Marked Attendance At:

Total Hours Today: 00:00:00

Attendance History
Date Mark Attendance Check Out Total Hours Status
No attendance records found
Username Role Status Actions
Username Role Status Actions
Employee Name Break Start Time Break End Time Duration Status
No break records found
Employee Name Date Mark Attendance Check Out Total Hours Status
No attendance records found
Archived Customers
Archived Customer List
Name Phone Email Address
Status
Comments Action
Referrals
Referred Customers
Name Phone Email Referred By Date Referred Action
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Employee Performance Report
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0
Select the date range for worked cases by the selected employees.
Confirm Deletion

Add New Customer
Refer a Friend
Enter phone number or email (at least one is required)
Enter email address or phone (at least one is required)
Customer Details
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This status will be visible to the customer
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Password must be at least 6 characters long.
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