Get started with Reviewer Dashboard

Welcome to Reviewer Dashboard

The
Reviewer Dashboard
lets you complete tasks and review checklist items for SPbinder and TaxCaddy. The
Reviewer Dashboard
also gives tax professionals a high-level view of clients' tax return information and lets them check on areas of interest or concern without opening the binder. Tax professionals can perform risk analysis, finalize the tax return, and send the deliverables (Tax Returns, Tax Payments, and e-file Authorizations) to TaxCaddy clients.
Follow these steps to get up and running fast.
  1. Assign user group permissions so users can access the
    Reviewer Dashboard
    .
  2. Access Reviewer Dashboard via FileRoom.
  3. Take a brief tour to familiarize yourself with
    Reviewer Dashboard
    .

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close