Filing progress
Share of clients by filing status
Needs attention
Unfiled clients sorted by deadline urgency
Upcoming deadlines
Recent activity
⌕
| Client | Filing status | Deadline | YoY forms | Contact |
|---|
IRS deadlines
Section 6039: furnish Copy B to employees, then file Copy A with the IRS.
Per-client countdown
Every client measured against the nearest upcoming deadline.
| Client | Status | Countdown | Urgency |
|---|
Payroll providers
Connect a payroll provider once, and equity events flow into your 6039 batches automatically. Integrations are in provider-approval review — demo syncs run against sample data.
New sync
Schedule an import for a client.
Scheduled syncs
"Run sync" pulls sample data (stub) — no real provider connection yet.
| Client | Provider | Schedule | Status | Last sync |
|---|
Data requests
Ask clients for missing payroll / equity data.
| Client | To | Subject | Status | Sent |
|---|
Document vault
Source files, signed forms, and workpapers per client.
⌕
| Document | Client | Tax year | Size | Uploaded |
|---|
Audit trail
Every action on every client, who did it and when.
| When | Actor | Action | Details |
|---|
Practice profile
Shown in the sidebar and on reminders.
Alert preferences
When a deadline gets close, clients surface as urgent.
Session & access
- CPA mode
- —
- Companies API
- —
- Dashboard API
- —