You are viewing a demo with sample dataSign Up for Full Access
TF
Taxflow Demo

Dashboard

Welcome to the Taxflow demo. Explore all features with sample data.

Total Revenue
$142,847
+12.5% from last month
Active Preparers
24
+2 from last month
Returns Filed
1,284
+8.2% from last month
Avg. Commission
$1,850
-2.1% from last month
Recent Payroll
Latest preparer payments
View All

Sarah Johnson

Senior Preparer - 70/30

$4,250

Paid

Michael Chen

Preparer - 60/40

$3,800

Paid

Emily Davis

Senior Preparer - 80/20

$5,120

Pending

James Wilson

Preparer - 60/40

$2,950

Pending
Bank Products
Recent refund transfers
View All

Robert Martinez

TPG

$4,850

Fee: $125Funded

Lisa Thompson

Refund Advantage

$3,200

Fee: $89Approved

David Brown

Republic Bank

$6,100

Fee: $145Pending
Quick Actions
Common tasks you can perform