Dashboard

Welcome back! Here's an overview of your client management system.

Total Clients

0

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In Progress

0

progress_activity

Pending Review

0

pending_actions

Completed

0

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Add New Client

Register a new client in the system

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Search Clients

Find clients by name or details

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Upload Documents

Upload files to client profiles

Client Management

Manage all your clients and their information in one place.

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Client	Contact	Services	Status	Actions

Appointments

Schedule and manage client appointments.

Client	Title	Date & Time	Duration	Status	Actions

Client Profile

Add or update client details for tax and insurance services.

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Personal Information

First Name

Last Name

SSN

Date of Birth

Email Address

Phone Number

Address

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Services & Pricing

Select Service

Service Price

$

account_balance

Tax Services

Filing Status

Tax Year

Tax Type

Health Insurance Type

State

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Client Status

General Status

Tax Status (Tax Clients Only)

Catalog V2.1

Service & Pricing Management

Manage your full catalog of tax and insurance services. Pre-populated standard services are marked as default. Use quick-edit to update rates instantly.

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Service Details	Category	Default Rate (Quick Edit)	Status	Actions

upload_file

Document Upload

Upload and organize documents for your clients

Select Client

Job Type

Document Type

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Click to upload files

or drag and drop files here

Dashboard

Add New Client

Search Clients

Upload Documents

Client Management

Appointments

Client Profile

Personal Information

Services & Pricing

Tax Services

Client Status

Service & Pricing Management

Document Upload

Selected Files:

Add New Service

Add Custom Document Type