TaxesPropos — Tax Management Platform

Total Clients

0

Active clients

Tax Returns

0

0 pending

Revenue

$0

$0 unpaid

Appointments

0

This month

Recent Tax Returns

No returns yet

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Return Status

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Client	Year	Type	Status	Refund/Due	Assigned	Actions
No returns yet

Drag & drop files here or browse

PDF, JPEG, PNG, CSV, Excel — Max 50MB each

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Total Invoiced

$0

Collected

$0

Outstanding

$0

#	Client	Services	Amount	Due Date	Status	Actions
No invoices yet

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Returns by Status

Revenue Summary

Client Summary

Appointments

All Notifications

No notifications

Submit a Support Ticket

Our team responds within 24 hours.

My Tickets

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Direct Contact

Prefer to email us directly?

support@taxespropos.com

(555) 000-TAX-PRO

FAQ

How to add a new client?

Click "New Client" in the Clients section and fill out the form.

How to upload documents?

Go to Documents section, click Upload Files or drag & drop your files.

How to create an invoice?

Go to Invoices and click "New Invoice", then add services and amounts.

Team Members

User	Role	Status	Actions
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Current Plan

Manage your subscription

DEMO

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Basic

$29/mo

Up to 50 clients
1 user account
5GB storage

POPULAR

Pro

$59/mo

Unlimited clients
5 users
50GB storage

Enterprise

$99/mo

Unlimited everything
Unlimited users
250GB storage

My Profile

User

user@email.com

Admin

Full Name

Phone

Company Settings

Company Name

Company Phone

Company Address

Change Password

New Password

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Month Year

Sun

Mon

Tue

Wed

Thu

Fri

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Total Refunds Expected

$0

Returns with Refund

0

Avg. Refund

$0

Client	Year	Form	Status	Refund Amt	Filed Date	Actions
No refunds yet

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Total Expenses

$0

This Month

$0

Pending

0

Description	Category	Vendor	Amount	Date	Status	Actions
No expenses yet

Tax Prep Made
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Free 14-Day Trial

Dashboard

Recent Tax Returns

Quick Actions

Return Status

Returns by Status

Revenue Summary

Client Summary

Appointments

All Notifications

Submit a Support Ticket

My Tickets

Direct Contact

Team Members

Current Plan

My Profile

Company Settings

Change Password

Month Year

Appointments

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Free 14-Day Trial

Your Trial Has Expired

Recent Tax Returns

Quick Actions

Return Status

Returns by Status

Revenue Summary

Client Summary

Appointments

All Notifications

Submit a Support Ticket

My Tickets

Direct Contact

Team Members

Current Plan

My Profile

Company Settings

Change Password

Month Year

Appointments

New Client

New Tax Return

New Invoice

Schedule Appointment

Add Team Member

Document Details

Add Employee

Add Expense

Tax Prep Made
Simple & Smart