Management Dashboard

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

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

Streamline Your Multi-Office 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

Download Management Dashboard Feature Sheet

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