CONTROL ALL ASPECTS OF YOUR TAX BUSINESS FROM A SINGLE LOCATION

The FTX Management Dashboard allows FTX customers complete control over, and visibility into, each sub-site within their tax organization. With the FTX Management Dashboard, the ability to set up sub-sites, review returns, and obtain valuable management reports is right at your fingertips.

Streamline Your Tax Operation

• Set up transmit and feeder sites
• Review both paper and e-File returns from each sub-site
• View and manage each return and source documents for quality assurance
• Manage and view status of tax returns for your offices

Management Dashboard 1040 Reports:

• Group and User Summaries allow visibility into group structure and returns by user
• Financial Totals Report that shows returns by fee and refund type
• Bank Information Reports include total bank product counts and return status
• Daily Activity Reports show the number of returns that are Paper Filed, e-Filed, Acknowledged, and Completed