INVESTOR PORTAL PRO Help Center
Help homeFAQTry the demoContact

Tax Center — Dashboard

Short answer: Tax Center — Dashboard shows live totals from your firm’s records: K-1s sent, K-1s total, Forms outstanding, Open deadlines, with the latest records underneath.

Tax Center — Dashboard shows live totals from your firm’s records: K-1s sent, K-1s total, Forms outstanding, Open deadlines, with the latest records underneath.

Try it in the free demoTalk to us

Related

Applies to: firm teams · Section: Tax center · Updated 2026-10-14