Team page
Andrew L. · Owner · Sign out
Team page
Andrew L. · Owner · Sign out
Walkthrough · Team page (Option 2) · Andrew sees everyone, each preparer sees only their own · Sample customers
Change a customer's step and they get an email automatically.
| Customer | Needs | Reach by | Preparer | Step | Portal invite |
|---|---|---|---|---|---|
| Sam T.(409) 555-0177 | Self-employed / 1099 | Call · Mornings | Not assigned | Not yet | |
| Alex P.alex@example.com | Not sure yet | Not assigned | Not yet | ||
| Jordan R.(409) 555-0142 | Personal return | Call · Jan 29, 2:00 | Preparer A | WAITING ON DOCUMENTS | Sent |
| Casey M.(409) 555-0118 | Personal return | Call · Jan 28, 10:00 | Andrew | WAITING ON DOCUMENTS | Sent |
| Morgan D.(409) 555-0105 | Personal return | Call · Jan 26, 1:00 | Preparer B | PREPARING | Sent |
| Taylor B.(409) 555-0131 | Business return | Preparer A | PREPARING | Sent | |
| Jamie W.(409) 555-0124 | Personal return | Call · Jan 22, 3:00 | Preparer B | FILED | Sent |
No tax documents, Social Security numbers or income live here. Those stay in your TaxAct portal.