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Tax Year 2024 · EFIN: ••••35 · 254-Tax Consultants | ERO: Condre D Ross

3 returns require ERO PIN authorization before e-file

TPG enrollment renewal due in 14 days

IRS Pub. 4557 annual review scheduled for next week

247

Returns Filed

+12 this week

Pending Review

3 urgent

312

Active Clients

+8 this month

$842K

Total Refunds

YTD processed

Quick Access

1040 Entry Engine

Enter client return data

Bank Products

TPG, RA, Refundo, EPS

Cybersecurity

IRS 4557 compliance

WISP Center

Security plan management

PIN Management

ERO & preparer PINs

Workflow

Return preparation stages

Document Signing

8879, engagement letters

Approvals

Refund & e-file approvals

Clients

Client return management

Identity Verify

IP PIN & AGI validation

Recent Activity

Tekia Wilson

Return submitted for review

2 min agoIn Review

Jamon Foster

Form 8879 signed

18 min agoCompleted

Damon Nelson

Bank product approved (TPG)

45 min agoApproved

Jamie Williams

Identity verification pending

1 hr agoPending

Peggy Duncan

1040 data entry completed

2 hrs agoCompleted

Marcus Johnson

E-file transmitted

3 hrs agoApproved

Compliance Status Overview

IRS Pub. 4557

Compliant

FTC Safeguards

Compliant

WISP Policy

Needs Review

Bank Products

Action Needed