Firm dashboard
Where every client return stands today. Start with the review list on the right. Those items need a preparer's judgment before the return can move.
Current scopeFederal Form 1040 only22 supported form typesState returns not processed yet
Client returns open
2
Source documents keyed today
59
Figures tied to source
24%
Taken straight off the filed form. No re-keying, nothing to tie out by hand
Items awaiting review
57
Avg prep time per return
–
Engagement batches
bat_01KZKZCG36ZR47YV5JABMHMQK0
2 packetsSigned off0Ready for review0Under review1Needs rework0Waiting on client1
Client returns (7)
| Client | Tax year | Stage | Docs keyed | To review | Waiting | Preparer |
|---|---|---|---|---|---|---|
| ABC, HSI & BWSJHBD_1123run 2Under review | 2024 | 2/15 | 16 | 2h | – | |
| ABC, HSI & BWSJHBD_1123Needs rework | 2024 | 0/15 | – | 2h | – | |
| ABC, HSI & BWSJHBD_1123run 3Under review | 2024 | 2/15 | 16 | 1h | – | |
| ABC, HSI & BWSJHBD_1123run 6In prep | 2024 | 0/0 | – | 0h | – | |
| ABC, HSI & BWSJHBD_1123run 5In prep | 2024 | 0/15 | – | 0h | – | |
| ABC, HSI & BWSJHBD_1123Under review | 2023 | 12/22 | 23 | 0h | – | |
| ABC, HSI & BWSJHBD_1123run 4Under review | 2024 | 6/7 | 2 | 0h | – |