Overview
Your practice at a glance
Documents
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Total received
Clients
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Detected from files
Needs Attention
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Review required
Today
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Ingested today
Recent Activity
Clients
All clients detected from uploaded documents
Documents
All files received and their processing status
Ask Taxably
Client intelligence and tax research for your practice
Practice Intelligence
Ask about your clients, documents, workload, and tax law. Answers come from your practice data and the IRS knowledge base.
Prep Sheets
Documents organized by client for tax preparation
Tax software:
Live Feed
Real-time activity stream
Waiting for events...
Activity will appear here as documents are processed
Settings
Account, security, and firm configuration
Profile
Change Password
Two-Factor Authentication
Tax Software
Controls document routing and labels in Prep Sheets.