TaxPoint Dashboard

The TaxPoint Dashboard is your jumping off point to managing your account

TaxPoint Office

Create a TaxPoint Office for each EFIN/physical location

Editing an Office

Each Office can be managed indivdually

Track Each Office

Track each office's daily perforamnce side-by-side to see how each is doing

Compare Office Performance

View each office's overall perforamnce

Track Overall Performance

Track your overall account's performance

Review Performance by Office

Drill into each Office's numbers individually to get an idea of how an office is performing

Return Status Communication

View the number of inbound phone calls, web requets, SMS Text messages, Emails, and phone calls TaxPoint has either handled or made on your behalf.