Dashboard Overview
Client Manager
Track all client information, deadlines, and documents in one place.
Deduction Finder
Discover every possible deduction and credit for your clients.
Tax Calculator
Estimate tax liability quickly with real-time calculations.
Document Organizer
Securely store and categorize all tax documents.
Marketing Tools
Templates and tools to grow your client base.
Expense Tracker
Track your business expenses and deductions.
Recent Client Activity
View All| Client | Filing Type | Due Date | Status | Action |
|---|---|---|---|---|
Sarah Johnson
|
1040 + Schedule C | Apr 15, 2023 | Completed | |
Michael Chen
|
1040 + Schedule E | Apr 15, 2023 | Pending Docs | |
Emily Rodriguez
|
1120-S | Mar 15, 2023 | Completed | |
David Kim
|
1040 + Schedule D | Apr 15, 2023 | Review Needed | |
Lisa Wong
|
1065 (Partnership) | Mar 15, 2023 | Completed |
Maximization Tips & Reminders
Quarterly Estimated Payments Due Soon (Sep 15)
Remind your self-employed clients about their upcoming estimated tax payment deadline. Consider helping them calculate the exact amount to avoid underpayment penalties.
Education Credits Often Overlooked
Review if clients with college expenses qualify for American Opportunity Credit or Lifetime Learning Credit. Even small expenses can lead to significant savings.
Home Office Deduction Multiplier
For clients working from home, you can now deduct $5/sq ft (max 300 sq ft) under the simplified method, or calculate actual expenses for potentially larger deductions.
