Dashboard
Clients
| Client | Tax Year | Income | Refund/Owed | Status | Payment | Notes | Actions |
|---|
Pending Approvals
Review and approve customer registrations
Customer Uploads
Documents uploaded by customers
Account Management
Customer Login Accounts
| Customer | Username | Password | Status | Linked Client | Actions |
|---|
Client Files
Select a client to manage their documents
Client Files
Quick Links
Settings
🔐 Change Password
🔗 Customer Registration Link
Share this link with customers:
💾 Backup & Restore
👤 Customer Account Management
Link existing customer accounts to client records. Customers must be linked to see their tax info and download files.
Loading...
🔧 Fix Duplicates & Attach PDFs
🧹 Step 1 — Fix Duplicate Clients
Scan and remove duplicate records. The oldest copy of each client is kept.
Click Scan to check for duplicates.
Click Scan to begin...
⬆️ Step 2 — Import All 122 Clients (skips existing)
Adds any missing clients. Skips anyone already in the portal. Safe to run anytime.
Ready — 122 clients from your PDF files.
Ready...
📎 Step 3 — Attach PDF Tax Returns to Clients
Select all PDFs from your TAX 2025-2026 folder. Each PDF will be automatically matched and attached to the correct client.
Click the box below to select your PDF files.
📂
Click to Select Your PDF Files
Go to TAX 2025-2026 folder, press Ctrl+A to select all, then click Open
Select PDF files to begin...