Management dashboard

Manage your office even when you aren’t there. Our dashboard enables you to see your single or multi office operation at a glance. An easy way to stay in control and connected during your busiest times. Data is real time, keeping you updated preparer production totals, cash flow and invoicing, as well as customizable 24/7 reporting.

A Quick Look at Your Business REAL-TIME

  • Review productivity reports by Users or Groups
  • Review Financial Reports
  • Banking information
  • Daily Activity Reports (Paper filed, e-Filed, IRS Approved, IRS Rejection)

“One of the reasons I chose TSG’s software is because of the Management Dashboard — I can literally manage my office when I am not there.  I can see numbers on returns processed, funds collected or outstanding, rejects, reports, etc.  Can’t ask for more, thanks TSG!” – C.B., Fort Lauderdale, FL

 

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