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10 results
Demo Firm, LLP
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owner
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Alex Demo
owner@demo.firm.test
AD
Dashboard
Snapshot of intake and document review activity.
Documents this week
0
no data yet
In progress
2
2 returns being prepared
Pending review
7
7 returns awaiting partner review
Approved
1
1 return complete
Upload trend
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no data yet
Return pipeline
In progress
2
Partner review
7
Complete
1
Latest reviews needing attention
Margaret Chen (partner, Walden Capital) — HNW Kitchen Sink Demo
Apr 15
Recent activity
correction chains read
Demo Owner
tax_return · 38dcb92d
11m ago
predicate trace read
Demo Owner
tax_return_line · 38dcb92d
11m ago
correction chains read
Demo Owner
tax_return · 38dcb92d
12m ago
correction chains read
TY 2024
·
38dcb92d
Jordan Lee — staff designer (W-2 single filer)
Apr 15
TY 2024
·
690a0f4b
Anil & Priya Patel — MFJ, mortgage + 2 dependents
Apr 15
TY 2024
·
b4fe49a4
Demo Owner
tax_return · 38dcb92d
12m ago