Active Clients
125
β 12% vs. last month
Returns in Progress
87
β 8% vs. last month
E-Filed Returns
54
β 15% vs. last month
Total Revenue
$24,560
β 18% vs. last month
Returns by Type
Total
87
Returns
87
Returns
Individual
62%
Business
18%
Partnership
10%
Trust/Estate
6%
Nonprofit
4%
Revenue Overview
Sample data only β actual company revenue will be loaded after secure sign-in.
Recent Activity
| β | Tax Return E-Filed | Sample Client A | Oct 20 |
| π€ | New Client Added | Sample Client B | Oct 20 |
| π | Return in Progress | Sample Client C | Oct 20 |
| π° | Payment Received | Sample Invoice | Oct 20 |
| π₯ | Preparer Added | Sample PTIN Account | Oct 19 |
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