Good morning
⚡ Today's Action List
📅 Upcoming Appointments
🕐 Recent Activity
Pipeline
Drag cards between stages, or tap a card to open the file.
Clients
| Client | Return type | Stage | Docs | Assigned | Fee | E-Sign |
|---|
WhatsApp Center
One tap replaces one phone call. Pick a template, pick the clients, send.
1 · Choose template
2 · Choose audience
Message preview
Auto-fills per client & language💡 Messages open in WhatsApp pre-typed — staff just press send. Missing documents, fees and names fill in automatically for each client.
Appointments
Walk-ins, drop-offs, reviews and pickups.
Reports
Files by stage
Workload by staff
Revenue by return type
Outstanding balances
Client Status Page
This is what clients see — a public link on the website. They check their own status instead of calling the office.
🍁 Where's my return?
Enter the phone number on your file
Settings
Firm details, message templates, data backup & season tools.
Firm details
WhatsApp templates
{firstName} {missing} {fee} {balance} {firm} fill automaticallyTeam
Data & backup
Download a full backup anytime. Data also saves automatically on this device.
🔄 Season rollover
Every January: one click moves all clients into the new tax season — fresh document checklists are generated from each client's profile, stages reset, history is kept.