Dashboard
🔍
Clients
| Client | Tax Year | Income | Refund/Owed | Status | Payment | Actions |
|---|
Pending Approvals
Review and approve customer registrations
Customer Uploads
Documents uploaded by customers
Client Files
Select a client to manage their files
Quick Links
Settings
💾 Backup & Restore
Download all data or restore from a backup file
🔐 Change Admin Password
🔗 Customer Registration Link
Share this link with customers so they can register
☁️ Cloud Database Status
Connected to Supabase cloud database
✓ Real-time sync enabled across all devices