Workflow Dashboard
Tax return preparation pipeline · 10 active returns
1
Client Intake
2
Data Entry
2
Quality Review
1
PIN Authorization
2
E-File Ready
2
Transmitted
Client Intake1
PIN Authorization1
E-File Ready2
Tax return preparation pipeline · 10 active returns
1
Client Intake
2
Data Entry
2
Quality Review
1
PIN Authorization
2
E-File Ready
2
Transmitted