Who this desk is for

Audience: the principal, preparer, reviewer, client-service admin, and bookkeeper at Tax Preparer Desk in the fictional town of Wickmere.

The desk tracks a client-year from documents in through acceptance. It drafts reminders and consent pages. A person decides, and nothing is sent from this app.

Signature interactions

The season gauge shows returns done against the book, with days left in the middle. Consent drafts and the security-plan checklist live on the firm tab.

PREVIEW ONLY. No live site yet. Names on this desk are fictional. Not tax advice.