Admin Dashboard

Overview of 350 Taxes operations

Total Clients
0
Active Preparers
0
Pending Requests
0
Returns Filed
0
Client Status Overview
0
intake received
0
appointment scheduled
0
preparer assigned
0
in contact
0
ready for filing
0
completed
Manage Clients

View all clients, update statuses, and manage workflow

Appointment Requests

Review and manage incoming appointment requests

Referrals & Leads

Track all referrals, filter by status, and export data