How can we help you?

Monitor prep fees with the Fee Summary dashboard

Why Use the Fee Summary Dashboard?

This website dashboard streamlines your daily operations and helps you keep track of your tax preparation fees.

Key Features

  • A quick overview of how many preparation fees have been paid
  • The number of outstanding fees still awaiting payment
  • Insights to track unfunded amounts and ensure they decrease with each IRS funding cycle.

Visual Insight: Imagine a bar graph displaying "Paid vs. Unpaid Fees" that updates daily—this is the power of the Fee Summary Dashboard.

Was this article helpful?
0 out of 0 found this helpful