FRIDAY, JULY 17, 2026

Good morning, LaQuita.

Here’s what requires your attention today.

12 priority items

3 rejected returns, 5 missing documents, 4 overdue tasks

THE SEASON YOU DESIRE IS BUILT IN THE SEASON YOU PREPARE

2026 Tax Season

Office opens January 2, 2027

000DAYS

:

00HOURS

:

00MINUTES

:

00SECONDS

ACTIVE CLIENTS+18.2%

184

28 added this week

RETURNS ACCEPTED+12.4%

127

69% acceptance progress

REVENUE COLLECTED+24.8%

$82,460

$18,275 outstanding

NEEDS ATTENTIONURGENT

12

3 items added today

LIVE PIPELINE

Client Workflow

REAL-TIME

Office Activity

✓

Return accepted
Marcus Johnson · 1040

8 min

↗

Intake completed
Ashley Williams

21 min

$

Payment received
$675 · Tasha Green

34 min

✎

Assigned to Myah
Danielle Carter · Schedule C

1 hr

!

Return rejected
James Robinson · Action required

2 hr

TODAY

Priority Tasks

4 overdue

Review rejected returnJames Robinson · Due 9:00 AMURGENT Approve Schedule C returnDanielle Carter · Due 11:30 AMREVIEW Follow up on missing W-2Keisha Brown · Due 1:00 PMCLIENT Verify bank informationTerrence Moore · Due 3:30 PMVERIFY

CAPACITY

Team Workload

MT

Myah Turner18 active returns

72%

DR

Danielle Reed14 active returns

56%

KB

Kiara Banks22 active returns

88%

TAX OFFICE OPERATIONS

Client Workflow

Move clients through your process and communicate without leaving the board.

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Good morning, LaQuita.

2026 Tax Season

Client Workflow

Office Activity

Priority Tasks

Team Workload

Client Workflow

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