Dashboard – TXF Intelligence

The Dashboard is your central hub for adding clients, monitoring work requests and document processing across your workspace. Use Clients and Work requests in the left sidebar to switch between a client-level overview and a detailed view of all active work requests.

Dashboard Views

Clients

Displays all clients in your workspace in descending order by most recently added. This is the default view when you sign in to TXF.

The top right of the table shows your total client count. From this view, you can:

Add clients – Click + Add Client to create a new client

Search – Use the search bar to quickly find specific clients

Manage client settings – Click the Actions icon (far right of each row) to:

Rename a client

Update a client’s email

Enable Test Mode

Test Mode: When enabled, the client's TIN will be randomized during tax return generation. This is useful for testing the export process without using real taxpayer information. Clients with Test Mode enabled display a "Test" label next to their name.

Work requests

Displays all individual work requests across your workspace in descending order by most recently updated. This view gives you a high-level overview of work request status and processing progress.

Use this view to quickly identify which work requests are not started, in progress, or ready for export. From this view, you can:

Navigate to work requests – Click any work request to open it directly

Filter by status – View work requests by their current stage:

Pending files – No files uploaded yet (displays as "Not started")

In progress – Documents are currently being processed

Ready for export – Data extraction is complete and ready to export to tax software

Completed – Tax return has been generated and exported

Use this view when you need to monitor a specific work request or get a comprehensive picture of all active work in your workspace.

Adding Clients

When you first sign in to your workspace, you'll be prompted to add a client.

Add a Single Client

To create a client, enter the following details and click Upload clients:

First name (Required)

Middle initial (Optional)

Last name (Required)

Email (Optional - required if you want clients to upload documents directly to their work request, via the Client Upload Portal)

Bulk Upload Clients

To add multiple clients at once, you can:

Download the sample CSV template – Pre-formatted for easy import

Export your client list from TaxDome – Import existing clients directly