Dashboard
The Dashboard is the first screen you see after signing in to a profile. It’s designed to surface what needs your attention without making you hunt for it.
Main area
Section titled “Main area”- Action Items Pending On You — anything your firm is waiting on from you (documents, intake forms, signatures, answers). Each item shows how long it’s been outstanding and the action you can take (e.g. Get started, Not interested).
- Ongoing Services — work your firm is currently doing for you, with status and quick actions like Upload files. Use View all services to jump to the full Services page.
Need assistance?
Section titled “Need assistance?”On the right side of the dashboard, three shortcuts let you reach out to your firm:
- Start a new service — request help with a new service.
- Get help with a notice — flag a notice you’ve received from the IRS, a state government, or another authority.
- Schedule a meeting — book time with your designated accountant.