Taxpayer CRM & Lead Command
Every taxpayer contact, intake response, document status, and filing pipeline stage in one place.
New Tax Lead
24
Intake Sent
18
Docs Uploaded
12
In Preparation
15
Pending E-Sign
8
Accepted / Filed
142
Recent Taxpayer Contacts
| Taxpayer Name | Filing Type | Contact | Intake Status | Document Status | Assigned Preparer | Actions |
|---|---|---|---|---|---|---|
| Marcus Vance | Schedule C / Self-Employed | marcus@example.com (404) 555-0182 |
Completed | W-2 & 1099 Uploaded | Rick Jefferson (PTIN Verified) | View Profile → |
| Elena Rodriguez | S-Corporation (1120-S) | elena@example.com (305) 555-0144 |
In Review | K-1 & P&L Complete | Elena Rodriguez, EA | View Profile → |
| David Thompson | IRS Resolution / Back Taxes | david@example.com (404) 555-0199 |
Form 2848 Pending | IRS Notice Needed | Rick Jefferson (PTIN Verified) | View Case → |