Compliance Dashboard
Document completeness and audit-readiness overview
Clients Filed by Preparer
Counts each client tax-year folder only after it is marked as filed.
Files needing attention
Client Folders
One secure folder per client, organized by tax year and compliance status.
Quote Requests
Prospective clients who asked for a price. Quote them, send a secure one-time link, then hand an accepted quote to a secure intake.
Corrections Queue
All packets with missing documents or corrected packets awaiting another Team Lead review.
Missing documents requested from clients
Open requests waiting on the client. Each one also appears in that client’s portal.
Notifications
Payout Center
Payouts use the full preparation fee and deduct the entire High Prep Fee from the preparer’s split amount.
Team members
Forms
Owner workspace for reviewing client-facing forms. Preview a form without inviting a client, or rehearse a full submission as a practice client.
Practice records
Practice submissions are flagged as test data. They never appear in client folders, compliance metrics, or payout funding, and they can be removed at any time.
Your 2026 tax return intake
For the 2027 filing season. Complete every required question, then review and submit.
Documents your preparer needs
Tax return progress
Need help?
Ask how to use the portal or what a requested document means.
Recent messages
Your uploads
My documents
Uploads are stored privately and shared only with your assigned preparer.
FFS Assistant
Portal help and general document guidance. For decisions about your return, message your assigned preparer.
Messages with my preparer
Do not send full Social Security or bank numbers in a message.