ConceptInteractive Demo
FilingDesk
Tax prep pipeline and document tracker for a tax firm
Tax PipelineDocument TrackerDeadline CountdownFee CalculatorYoY ComparisonStage Filtering
Bridgewater Tax Services
Tax Season Client Tracker
10
Total Clients
3
Docs Pending
2
Filed
43
Days to Apr 15
Margaret Chen
1040FiledRon · $350
Refund: $2,847
James & Diane Foster
1040In ReviewRon · $400
Eastside Bakery LLC
1065In PrepJoyce · $800
Robert Washington
1040Docs RequestedRon · $300
Lakewood Dental PC
1120-SDocs ReceivedJoyce · $1200
Patricia Gomez
1040FiledRon · $275
Refund: $1,103
Michael Torres
payrollIn PrepJoyce · $600
Dawn & Eric Krueger
1040Docs RequestedRon · $350
Bright Horizons Daycare
1065Docs RequestedJoyce · $900
Sandra Liu
1040In ReviewRon · $325
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