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.
- Assign user group permissions so users can access theReviewer Dashboard.
- Access Reviewer Dashboard via FileRoom.
- Take a brief tour to familiarize yourself withReviewer Dashboard.
Related Content
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Enable permissions to Reviewer Dashboard
Format:
Article
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Access Reviewer Dashboard
Format:
Article
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A brief tour (begin here)
Format:
Article
