Management Dashboard

Manage All Aspects of Your Multi-Office Tax Preparation Business From a Single Location

The Guru Management Dashboard allows Guru Professional Tax Software customers complete control over, and visibility into, each sub-site within their multi-office tax preparation organization.

Streamline Your Multi-Office Tax Preparation Operation

Set-up transmit and feeder sites
Review both paper and e-File tax returns from each sub-site
View and manage each tax 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 tax preparer
Financial Totals Report that shows returns by fee and tax refund type
Bank Information Reports include total bank product counts and tax return status
Daily Activity Reports show the number of tax returns that are Paper Filed, e-Filed, Acknowledged, and Completed