Dashboard
Welcome back. Here's what's happening today.
Wednesday
January 21, 2026
Total Clients
6
4 active
Tax Returns
6
3 in progress
Filed / Accepted
2
this season
Revenue
$1,300
$1,100 unpaid
Return Status Breakdown
2026 Filing Activity
No filing data for this year
Client Overview
View All Clients6
Total Clients
4
Active
3
New Intakes
4
Pending Docs
Recent Activity
Return ready to file
2024 1040 - Michael Chen
1/16/2025
Return in progress
2024 1040 - John Anderson
1/15/2025
Return pending client
2024 1040 - Sarah Mitchell
1/14/2025
Return not started
2024 1040 - Emily Rodriguez
1/12/2025
Document uploaded
1099-DIV - Vanguard.pdf - John Anderson
1/10/2025
Document uploaded
W-2 - Anderson Employer.pdf - John Anderson
1/10/2025
Document uploaded
1099-NEC - Client ABC.pdf - Sarah Mitchell
1/8/2025
Document uploaded
Stock Sale Confirmation.pdf - Michael Chen
1/5/2025