Today's Focus
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Season Overview
Season Goal (Net)
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Your net target
Total Clients
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Collected Gross
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Your Net (Collected)
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Remaining to Goal
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IRS Offsets
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Progress Toward —
Calculating…
$0
— complete · — earned of —
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Monthly Revenue Breakdown
Refund / Payment Status
Avg. Fee by Month
Client Management
| # | Client Name | Filed | Refund Amt | Fee | Your Net | Status | IRS Offset | Referred By | Preparer |
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Bank Products & Refund Advances
Active Products
0
clients with bank product
Total Bank Fees
$0
deducted at funding
Prep Fees via Bank
$0
withheld and remitted
Net Captured
$0
your take after fees
Advances Outstanding
0
issued, awaiting recoup
Reconciliation by Bank
| Client | Product | Bank | Refund | Bank Fee | Prep Fee | Advance | Net to You | Status |
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Marketing ROI — Spend, Leads, Conversions
Marketing Spend
$0
this season
Total Leads
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all-time
Cost Per Lead
$0
avg across all sources
Conversion Rate
0%
leads to enrolled
Marketing ROI
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return on spend
By Source — click any row to dig into the leads from that channel
| Source | Spend | Leads | CPL | Enrolled | Conv % | Est. Revenue | ROI |
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How to make this loop work
Marketing ROI ties three things together: Expenses (what you spent), Leads (who came in), and Team Enrollments (who converted). For each marketing dollar to count toward a source, tag your expenses with the matching source in their notes — e.g., add
[instagram], [tiktok], or [facebook] to expense notes. The dashboard auto-detects these tags.
The whole job, start to finish
Chasing documents
Client Appreciation Tracker
Total on List
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clients tracked
Address Submitted
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awaiting send-out
Package Sent
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in transit
Package Received
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delivered
| Client | Address | Status | Gift / Package | Date Sent | Notes |
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Returning Clients — Win Back Last Season
Last Season Clients
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from prior year
Returned
0
filed with you again
Reached Out
0
awaiting response
Not Yet Contacted
0
re-engage these first
Win-Back Rate
0%
returned ÷ total
| Name | Contact | Last Fee | Last Refund | Filed Date | Status |
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Client Intake Forms
New Intake
0
awaiting review
Reviewed
0
ready to convert
Converted
0
now a client
In Prep
0
return being prepared
Filed
0
submitted to IRS
Last sync: never
·
0 PATH Act flagged
My Waitlist
People who want you when you reopen. Connect it to the form built into the back office, or to a JotForm, Cognito, Google Form or published sheet you already use — the same way your intake form works.
Leads & Form Submissions
Total Leads
0
all submissions
New / Uncontacted
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need outreach
In Pipeline
0
contacted & qualified
Enrolled
0
converted
Conversion Rate
0%
enrolled / total
Recruitment Pipeline
| Lead | Contact | Experience | Income Goal | Start When | Source | Status | Submitted |
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Tax Preparer Hiring & Training
Total Enrolled
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all team members
Active
0
in progress
Certified
0
graduated
Tuition Collected
$0
total paid
Outstanding
$0
balance owed
ERO Command Center
Your team at a glance — oversight, compliance, payouts
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Active Preparers
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Pending Onboarding
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Contracts to Chase
0
PTIN Expiring <60d
0
Returns Prepared
$0
Team Revenue
Needs Your Attention
Cohort Progress Overview
| Team Member | Cohort | Progress | Payment | Status | Enrolled |
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Referral Payout Tracker
Top Referrers
Total Owed
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Unpaid referral fees
Total Paid Out
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This season
Not Funded
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Client wasn't funded
Total Referrals
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Referral Payout Log
Track every referral fee — mark paid when you send the money out.
My referral fee
what you pay per referral — new referrals use this automatically
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| # | Referrer Name | Client Referred | Referral Fee | Date Earned | Payout Status | Date Paid | Payment Method | Notes |
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Expenses Tracker
Total Expenses
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All categories
Net Profit
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After expenses
Profit Margin
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Of your net
Total Line Items
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Logged expenses
Expenses by Category
Revenue vs Expenses
Expense Log
Log every business cost — software, marketing, supplies, and more.
| # | Description | Category | Amount | Date | Notes |
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Export to PDF
Generate a clean end-of-season summary PDF for your records or accountant. Choose what to include below then click Export.
What to Include
Export Options
Ready to Export
Your browser will open a print-ready version. Use Save as PDF in the print dialog to save it.
Tax Education
IRS & reference
Library & e-books
Tax law updates ⟳ Auto · Federal Register
Team Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Operations Center
Follow-Ups Due
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Today or overdue
Total Follow-Ups
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All reminders
Extensions Filed
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Still coming in
Completed
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Follow-ups resolved
Follow-Up Reminders
Flag clients who need a callback or action.
Extension Tracker
Clients who filed an extension — still coming.
Annual Compliance Calendar
IRS deadlines, license renewals, every compliance date in one timeline. Color-coded by urgency.
Urgent (≤7 days or past)
Soon (8-30 days)
Approaching (31-90 days)
Far Out (90+ days)
Licenses & Insurance
High-stakes renewals. Let one of these lapse and your practice stops.
Software & Vendor Directory
Tax software, bank product reps, professional services. When something breaks at 2am, this is where you look.
| Vendor | Category | Contact | Annual Cost | Renewal | Status |
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Season Analytics
Season Comparison
Save this season's snapshot, then compare against future seasons side-by-side.
Client Receipts / Summaries
One-click printable summary for any client. Click Print next to their name.
Reviews & Testimonials
Total Tracked
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clients in tracker
Requests Sent
0
awaiting response
Reviews Received
0
left a review
Conversion Rate
0%
requests → reviews
Avg Rating
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from collected ratings
| Name | Status | Asked | Platform | Rating |
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My Notes
All Notes
Your Scratchpad
Select a note or click ＋ New to start writing.
MST Leaderboard
Team standings this season
$100 referral bonus per client sent · auto-updates when you add clients
Compliance Hub
CE & Training
Post CE classes, IRS trainings, and newsletters for your team, and set each preparer's hours. Preparers see these in their own Compliance Hub.
Everything you need to stay IRS-compliant as an Authorized e-File Provider — credentials, publications, security plan, due-diligence checklists, and PTIN holder onboarding. The IRS requires authorized e-file providers to follow e-file rules and security standards.
Compliance status: Active
EFIN active, PTIN verified, WISP documented. Last reviewed: never
PTIN Verification
Click below to verify your PTIN on the IRS public Return Preparer Office (RPO) registry.
Your PTIN
Last Verified
Status
EFIN & ERO Status
Your Electronic Filing ID Number and ERO acceptance status.
Your EFIN
Acceptance Letter Date
EFIN Status
ERO Acceptance Letter
Store the PDF in your Documents or Google Drive, then reference it here.
IRS Publications & Forms Library
Direct links to current IRS resources. Save these — bookmark, screenshot, or reference for audits.
Publication 1345
Handbook for Authorized IRS e-file Providers
Publication 3112
IRS e-file Application & Participation
Publication 4557
Safeguarding Taxpayer Data — security guide
Publication 5708
Creating a Written Information Security Plan (WISP) — template
Form 8867
Paid Preparer's Due Diligence Checklist (EIC/CTC/AOTC)
Form 8879
IRS e-file Signature Authorization
Written Information Security Plan (WISP)
IRS requires every tax preparer to maintain a WISP under the FTC Safeguards Rule.
WISP Document (paste or summarize)
Last Reviewed
Status
Due Diligence Checklist
Required for any return claiming EIC, CTC, ACTC, ODC, AOTC, or HoH filing status. IRS penalty: $635 per failure (2025).
Required retention: Form 8867 + documentation for 3 years from return filing date.
Preparer Agreement & Code of Conduct
Template covering ethical standards, confidentiality, and EFIN authorization for preparers on your team.
Template Text (editable)
Data Breach / Security Incident Process
If you suspect a data breach, identity theft, or unauthorized access to client data — act immediately. The FTC Safeguards Rule requires you to have a documented incident response plan.
1
Contain the breach
Disconnect affected systems. Change passwords. Stop further access.
2
Contact the IRS Stakeholder Liaison
Report data theft to IRS within 24 hours. Find local liaison: irs.gov stakeholder liaisons
3
Notify affected clients
Within 30-60 days depending on state laws. Provide steps for clients to protect themselves (credit freeze, IP PIN, IRS Identity Theft Affidavit Form 14039).
4
Report to state authorities
All 50 states require data breach notification. Check your state's Attorney General website.
5
Update your WISP
Document the incident, root cause, and what's been changed to prevent recurrence.
Incident Log (private notes)
PTIN Resource Hub
A curated library of links your team uses daily — IRS forms, software portals, bank products, CE providers, MST internal tools. Share the URL with all your PTIN holders.
Resource Hub URL (where you hosted MST_Resource_Hub.html)
Setup: Upload
MST_Resource_Hub.html to Netlify (drag-and-drop the file or its folder), get the URL, paste it above. Then send the URL to your team — they can bookmark it.
Bookkeeping
Your recurring book of business — monthly retainers, packages, and hourly clients, tracked year-round alongside tax. Assign work to your team, run each month's close, and hand finished books to the tax side.
Services
Tax Resolution & Advisory
Your premium, year-round tax work — back taxes, installment agreements, penalty abatement, offers in compromise, audit representation, planning, and ITIN applications. Track every engagement, fee, and IRS deadline in one pipeline.
Messages
Team Directory
Everyone on the MST team — roles, titles, and contact info in one place. Visible to the whole team; only you (ERO) can edit.
Client Portal & Messages
This is your clients’ view — what each client sees in their portal. Status here mirrors what you set in My Clients (your source of truth). Use this tab to see where every client stands and to read & reply to their portal messages.
Media
The Vault
Everything the team sells with, in one place — flyers, business cards, captions, prompts, ebooks, links and challenges. What you spend on marketing is not here; that stays in Expenses, where the Marketing ROI panel reads it.
PTIN Holders · ERO Back Office
PTIN Holder Onboarding · $297 Program
Onboard PTIN-holding tax preparers under your EFIN as 1099 contractors. Track applications, agreements, payment, and activation status.
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New Applications
0
In Review
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Paid
0
Active Preparers
Application form:
Deploy MST_PTIN_Onboarding_Form.html to Netlify, then paste URL in Settings.
Show:
Role:
No preparers yet. Onboard one via the application form or add manually.
Phase 4 active: Cards now show real production metrics computed from your Return Review records. Click View Profile on any preparer for a full performance dashboard including commission tracking, error log, and detailed quality metrics. Visit Team Production (under Team menu) for the team-wide leaderboard.
Attendance Hub
Every Meeting, Tax Lab and Season event on your Calendar shows up here as a session to take roll for.
What you mark lands on each preparer’s PTIN Holder profile, so the two screens always agree.
Team Production
Hiring & Recruiting Center
Full recruitment pipeline for hiring tax preparers. Track every candidate from initial application through onboarding to active team member status.
Application Form Sync
Not Configured
One-time setup: Open your Apps Script project (the one connected to your PTIN onboarding form), run the
setupScript() function once to generate a shared secret, then paste your Web App URL and the secret below.
From Apps Script: Deploy → New Deployment → Web App → copy the Web App URL.
In Apps Script editor, after running setupScript() once, check the execution log for "Generated shared secret: ..." or look in Project Settings → Script Properties → SHARED_SECRET.
Tax Team Interest Form
Not Configured
One-time setup: Deploy
MST_Tax_Team_Interest_AppsScript.gs as a Web App in the Google Sheet where you want submissions stored. Set SHARED_SECRET to a random string. Paste the Web App URL and secret below.
From Apps Script: Deploy → New Deployment → Web App → "Anyone" access → copy URL.
Match the value of
SHARED_SECRET in the Apps Script.
Click any stage card above to filter the list. Click any candidate to open their full record.
Required Hiring Documents
Every new team member must have all 8 of these documents on file before becoming an Active Team Member. Click into any candidate to track which documents you've collected.
1. Application
2. Resume
3. W-9 or W-4
4. Direct Deposit Form
5. Independent Contractor Agreement
6. Non-Disclosure Agreement (NDA)
7. PTIN Verification
8. Authorization to e-file under the firm\u2019s EFIN
Client Portal
Everything on the client side of the portal, in one place: who has access and the Case ID they sign in with, the announcements across the top of their dashboard, what they can redeem points for, and what a referral pays. Changes here are live the moment you save — every client sees them on their next refresh.
Messaging lives in Communication. Client threads stay in one inbox so there is only ever one unread count.
Section:
Copy invite puts a ready-made message on your clipboard with their portal link, email and Case ID — paste it into a text or email. Last opened starts filling in once a client signs in on the new portal build; anyone who used it before that shows as Never until their next visit.
Resources Center
Curate marketing playbooks, post templates, CE courses, software tutorials — anything your team needs in one place. Save links or paste full text content (great for social media post templates the team can copy and use).
Category:
Rejection & IRS Issue Center
Everything the IRS has sent back — rejections, IP PIN problems, identity verification, duplicate dependents, letters and amendments — in one list, grouped by whose move it is. Nothing on this page is filed.
Money Tracker
Complete financial overview of your practice. Pulls from your payroll line items, bank products, and chargebacks to give you the full picture of where money flows.
Revenue by Period
No payroll periods yet.
Import data from CSV
Upload or paste a CSV from your bank product provider (TPG, Refundo, EPS, Republic, etc.). Auto-detects columns and routes records to the right section.
Bank Products & Refund Transfers
Unpaid Client Balances
Chargebacks & Refund Issues
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Where the numbers come from
Gross Revenue = sum of all Tax Prep Fees from payroll line items (submitted + paid periods).
Commissions to Team = total commissions calculated for submitted/paid periods.
Practice Net Revenue = Gross Revenue − Commissions − Chargebacks.
Bank products, unpaid balances, and chargebacks are entered manually here.
Commissions to Team = total commissions calculated for submitted/paid periods.
Practice Net Revenue = Gross Revenue − Commissions − Chargebacks.
Bank products, unpaid balances, and chargebacks are entered manually here.
Payroll & Commission Payouts
Enter or import the returns filed per preparer, grouped by PTIN. Auto-calculates each PTIN holder's commission and generates statements you can send to your team.
Active Payroll Period
No payroll periods yet
Click ＋ New Period above to create your first payroll period (e.g. "Through 3/25"), then add line items for each return filed.
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How this works
Enter each return as a line item (or bulk-paste from a spreadsheet). Returns are auto-grouped by PTIN. For each PTIN, the dashboard looks up the preparer's name and commission split from their profile, then calculates: Total Prep Fees × Commission Split % = Commission Owed. Click Send Statement on any PTIN to generate their personalized payout summary.
Dashboard & season
Your dashboard changes with the season. Rename any phase or section here — the wording is yours, the behaviour stays the same.
My Profile
Your account details. Changes save to your sign-in and update everywhere — the header, your returns, and team records — so nothing gets overwritten next time you sign in.
Season Settings
Update your season goal, split percentage, season dates, and season name here. Changes apply instantly across the entire dashboard and are saved automatically.
Season Net Goal
The total net amount you want to earn this season. The progress bar and KPIs track toward this number.
Current Goal
—
net target
Enter the dollar amount you want to net this season (before taxes).
Documents you ask every client for
The standing list. Every client starts with all of these marked as waiting, and the chase desk works from it. Anything one client alone needs is added on their own case file instead.
Google Drive folders
A bookmark per client, so the case file can put a link to their folder on screen. These are links only — nothing is uploaded or deleted in Drive from here.
Commissions
One number per person, and it is the only one. Set it here or on their PTIN record — it is the same number — and it follows into every case file, every payout and every earnings screen.
The service menu
Two decisions per service: who sets the price, and how the preparer gets paid. A firm price is locked and earns them a referral fee because you deliver the work; a preparer price lets them charge what the client will bear, never below the floor for their tier, and earns them their ordinary split. Everything on the Services tab reads these two rows.
Preparer tiers
A tier decides one thing — how far below your suggested price that person is allowed to go. Set the floors once per service and a new hire inherits them the day you add her.
Signatures before filing
Whether Gina holds a return until the Form 8879 and any required consent are on record. Anyone can still file over the hold, and every override is logged here with a name against it.
What you verify for a new preparer
The things only you can confirm. They appear on every preparer’s set-up list as waiting on the firm — read-only, so they can see it is not on them. Rename them, add your own, or take one off the list entirely.
When Gina can clear a return
Gina runs six due-diligence checks. Until now a return that passed every one of them still sat in a processing hold, because only your own click wrote the word cleared — and nothing on screen said so.
Timing real returns
Practice returns are always timed — that is what the lab is for. This is about everything else.
Season Target On My Dashboard
Whether your target sits at the top of your dashboard. Hiding it changes nothing else — it still counts your returns, it still shows in Settings, and it still goes out in your morning brief. This is your own setting.
On your dashboard
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per person
MST Live Bar
The red scrolling bar across the top of the screen with deadlines, events and team updates. This is your own setting — turning it off here does not change it for anyone else.
On your screen
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per person
Season Name
Optional. Leave it blank and the header shows the tax year on its own, which is the number printed on the return. Only give it a name if you call your season something else internally — avoid putting a year in it, or the header and the year picker will disagree.
Current Season
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This will show in the header tagline.
📈 Daily EOD Summary
An end-of-day recap — filed, funded, new intakes, and what’s in the queue — lands in your inbox automatically each evening. Send one now to preview it.
Auto-sends every morning and again after 6:00 PM.
🤖 Daily Agent Reports
Your AI agents — Gina (compliance), Nova (documents), and Sage (workflow) — each email you a daily report so nothing slips through the cracks. Send all three now to preview.
Auto-sends every morning and evening, alongside your EOD summary.
💬 Ava — Daily Brief
Ava emails the team a personal daily brief — unread client messages, upcoming calendar, and what needs attention. Auto-sends each morning.
🕒 Time Format
Show event times as 12-hour (2:30 PM) or 24-hour (14:30).
🌙 Dark Mode Style
Choose how dark mode looks — applies across the whole dashboard.
Turns dark mode on if it isn’t already.
Reset Tax Year
Clear all clients, income, expenses, referrals, leads, students, reminders and extensions for the current tax year and start fresh. A backup downloads first. Team logins and shared modules are kept. Cannot be undone.
Local reset clears this browser. Cloud reset clears Firebase (intakes, portal statuses, mail). Run both for a full fresh start.
Season Date Range
Set the start and end dates for the season. These are used to calculate whether you're on pace to hit your goal.
Current Range
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Dashboard Layout
Your Dashboard tab rearranges itself for the time of year. Off season it leads with the numbers. In season it leads with what needs you today. Automatic uses the Season Date Range above.
Running right now
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Season Targets
A season is counted in returns, not just dollars. Set how many you want funded, filed and on the books, and every screen measures against it.
Preparer Goals
Each preparer gets their own net goal and funded-return target. When they sign in, their Season Overview measures against their numbers instead of the firm's. Their split is the one on their PTIN record — change it in PTIN Holders and it follows here and into their own Settings.
Client Case ID
Every client gets a case ID you can search and reference on invoices. Pick the format before the season starts — changing it later leaves existing IDs alone.
Next ID will look like
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Danger Zone
Reset All Client Data
This will remove all clients and reset to an empty client list. Your settings (goal, split, dates) will be kept.