TaxAdvantage is designed to help tax professionals move quickly between clients and modules. This article provides a summary of the main pages and how to navigate across the platform.
TaxAdvantage Modules
Name | Description |
Dashboard | Your starting point in TaxAdvantage. View active requests, client assignments, and engagement activity. |
Clients Page | View all clients onboarded to TaxAdvantage and manage your “My Clients” list. |
Status Tracker | Monitor XCM tax filings, deliverables, and deadlines in a live tax calendar view. |
Information Requests | Collaborate with clients to collect documents, data, and inputs for tax engagements. |
Deliverables | Upload, tag, and share finalized tax documents with clients. |
Notices | Manage client tax notices with AI-powered data extraction and tracking tools. |
Navigation Summary
Navigation begins at the Dashboard, your central hub for managing client activity and request lists. From here, you can easily access other modules using the side menu in the top-left corner of the screen. Once you've selected a client, you can also utilize the headers at the top of the page to switch clients and modules.
Switch Clients
Once inside a client’s workspace, you’ll land in the Information Requests module by default. To switch clients:
Click the dropdown next to the client name at the top of the screen
Select another client from your My Clients list
Use the Open in New Tab option to work across multiple clients simultaneously
Switch Modules
To move between modules, click on the page name dropdown in the headers and choose from: Dashboard, Clients, Status Tracker, Information Requests, Deliverables, or Notices.
OR click the menu icon in the top-left corner and select the desired page within TaxAdvantage. Each module provides a unique view and set of tools tailored to your workflow.
