admin.incometax.com/dashboard
Dashboard
My Clients
Documents
Returns
Tools
AI Insights
Appointments
Messages
Reports
Analytics
Dashboard
2027 Tax Season — 847 active clients
Returns Filed
312
↑ 28% vs last year
Avg. Refund
$2,840
↑ $210
Pending Docs
134
Follow-up needed
Audit Flags
7
Needs review
Priority ClientsView all
AK
Akmal Komilov
Documents uploaded • Ready for review
Ready
MC
Marcus Chen
No docs • Deadline at risk
Urgent
PO
Patricia Owens
Unusual deductions flagged
Review
DK
David & Sarah Kim
Awaiting e-signature
Signing
AI AlertsView all
Unusual deductions — Patricia Owens: $18k home office, 3× prior year
Audit risk — 7 returns flagged for IRS red-flag patterns before filing
Life event — 14 clients married in 2026, filing status review suggested
Revenue opportunity — 37 self-employed clients at underpayment risk
My Clients
847 total • 312 filed • 134 pending
All
Ready
Urgent
Filed
Client
Filing Status
Est. Refund
Last Activity
Status
AK
Akmal Komilov
akmal.k@email.com
Single
$3,240
2h ago
Ready
MC
Marcus Chen
m.chen@email.com
Married
$5,120
5d ago
Urgent
PO
Patricia Owens
powens@email.com
Self-employed
$1,890
1d ago
Review
DK
David & Sarah Kim
kim.family@email.com
Joint
$4,620
3h ago
Signing
JR
Jamila Rashidova
jamila.r@email.com
Single
$2,105
1w ago
Filed
TN
Thomas Nguyen
t.nguyen@email.com
Married
$6,780
4d ago
Filed
LB
Laura Brooks
l.brooks@email.com
Head of HH
$3,410
2d ago
Draft
RM
Rustam Mirzaev
rustam.m@email.com
Self-employed
$980
6d ago
Review
Documents
2,431 documents this season • 134 pending review
🔒
Secure file exchange — end-to-end encrypted
TLS 1.3 in transit · AES-256 at rest · Access logged and audited on every file
SOC 2 Type II IRS Pub 4557 GLBA PII masked
All systems verified
W-2 Forms
628
↑ 42 today
1099 Forms
294
↑ 18 today
Receipts
1,109
↑ 87 today
Missing
134
Follow-up
Recent Uploads
📄
W-2 · Akmal Komilov
Employer: Novateg LLC • 3 min ago
Processed
🧾
1099-NEC · Patricia Owens
Contractor income $84,200 • 12 min ago
Review
📎
Mortgage 1098 · David & Sarah Kim
Interest paid $12,410 • 1h ago
Processed
📋
Charitable receipts · Thomas Nguyen
14 receipts, $3,820 total • 2h ago
Processed
⚠️
Blurry image · Rustam Mirzaev
Auto re-request sent • 4h ago
Rejected
Missing Documents
📭
Marcus Chen · W-2
Reminder sent 2 days ago
Overdue
📭
Laura Brooks · 1099-INT
Awaiting from bank
Waiting
📭
Jamila Rashidova · Schedule K-1
Requested 5 days ago
Waiting
📭
Rustam Mirzaev · Business expenses
Client uploading in batches
Waiting
Returns
2026 Tax Year pipeline — 847 returns
Draft203
Laura Brooks
Head of HH · $3,410
Draft
Marcus Chen
Missing W-2
Blocked
Elena Vasquez
Single · Est $1,240
Draft
Alex Johnson
Married · Est $4,180
Draft
In Review128
Patricia Owens
Unusual deductions
AI Flag
Rustam Mirzaev
Self-employed · Est $980
Review
Priya Patel
Rental income
Review
Ready to Sign204
Akmal Komilov
Single · Refund $3,240
Ready
David & Sarah Kim
Joint · Refund $4,620
Sent
Maria Gonzalez
Single · Refund $2,180
Ready
Filed312
Jamila Rashidova
IRS accepted · $2,105
Filed
Thomas Nguyen
IRS accepted · $6,780
Filed
Robert Wilson
Refund issued · $1,450
Filed
AI Insights
Automated alerts from 847 client files
This week
AI reviewed 384 returns and flagged 23 anomalies
Estimated audit exposure prevented: $184,200. Estimated revenue opportunity: $42,600 across 37 self-employed clients.
Audit Risk
Patricia Owens — Home office deduction 3× industry average
Rustam Mirzaev — Cash-heavy Schedule C, no receipts uploaded
Marcus Chen — Filing status change without documentation
Deduction Opportunities
David & Sarah Kim — Missed EV tax credit ($7,500)
Thomas Nguyen — Qualifies for solar credit ($3,200)
Laura Brooks — Child tax credit under-claimed
Life Events
14 clients married in 2026 — Joint filing review suggested
8 new parents — Dependent claims and CTC
3 home purchases — Mortgage interest & property tax review
Revenue Opportunities
37 self-employed clients — Quarterly estimated tax service ($150/quarter)
12 clients with rental income — Bookkeeping upsell candidates
Multi-year amendments — 9 clients eligible for prior-year credits
Appointments
12 this week • Next: Akmal Komilov at 10:00
Today
4
3h booked
This Week
12
↑ 3 vs last
Video calls
8
67%
No-shows
1
8%
Today · Saturday, Aug 15
10:00
30 min
Akmal Komilov · Return review
Zoom · Refund estimate $3,240
Video
11:00
45 min
Patricia Owens · Deduction discussion
Office · AI-flagged review
In-person
14:30
30 min
David & Sarah Kim · E-signature walkthrough
Phone · Joint return $4,620
Call
16:00
60 min
Marcus Chen · Onboarding
Zoom · Urgent deadline coaching
Video
Monday, Aug 17
09:30
30 min
Thomas Nguyen · Post-filing review
Zoom · Refund tracker walkthrough
Video
13:00
45 min
Rustam Mirzaev · Self-employed docs
Office · Schedule C review
In-person
15:00
30 min
Laura Brooks · CTC eligibility
Phone · Under-claimed credit
Call
Tuesday, Aug 18
10:00
60 min
Jamila Rashidova · K-1 planning
Zoom · Partnership return
Video
14:00
30 min
Priya Patel · Rental income
Zoom · Depreciation strategy
Video
Messages
3 unread • 12 conversations this week
All
Unread
Flagged
MC
Marcus Chen
3 min
Sorry for the delay — I'll get my W-2 uploaded tonight. Can we still make the deadline?
PO
Patricia Owens
18 min
I have receipts for the home office square footage — should I bring them tomorrow?
DK
David & Sarah Kim
1h
We signed the return — thanks for the walkthrough. When should we expect the refund?
AK
Akmal Komilov
3h
All documents uploaded. Looking forward to our call at 10.
TN
Thomas Nguyen
Yesterday
Got the IRS acceptance email — you're a lifesaver!
JR
Jamila Rashidova
2d
Still waiting on the K-1 from the partnership. Will forward as soon as I get it.
Analytics
Season performance & practice benchmarks
Season revenue
$142k
↑ 34% YoY
Avg. per return
$455
↑ $28
Client retention
94%
↑ 2%
NPS score
72
↑ 8
Returns Filed by Month
18
Jan
42
Feb
87
Mar
148
Apr
12
May
4
Jun
1
Jul
2027 Season
Filing Status Breakdown
Single
31838%
Married filing jointly
34240%
Head of Household
11814%
Self-employed
698%
Practice Health
Avg. turnaround time
4.2d↓ 1.1d
Docs auto-processed
87%↑ 12%
Audit rate
0.4%↓ 0.2%
Client satisfaction
4.8/5↑ 0.2