Admin Dashboard
User's follow up report
Today's user Sign-up report
Registered user with No Business report
Return created not paid user report
Paid but not transmitted user report
Rejected returns report
Affiliate's follow-up report
Global search
Search the user with Business Name/EIN/Name/Email/Phone no./Return ID
User details
Search with any of the user details
Access the left side column (Team option and Manager option)
Add the call notes against the user details
Access the recent returns tab
Access the recent orders tab
Access the campaign comments tab
Access the user activity tab
Access the Discount activity tab
PP Users
Access the post paid user page
Access the Post Paid Partner Report page
Access the Invoice Report page
Discount
Access the Discount page
Canned Responses
Access the Canned Responses page
Access the Category & Sub category page
Affiliate/DMV
Access the Affiliates/Partner/Agent List page
Access the DMV Access page
Partners order
Access the Partner Orders page
Groups
Access the user groups page
Access the Affiliate groups page
Follow-up's list
Access the follow-up's list page
Report - Payment Reports
Overall Payment Report
Today's Payment Report
Monthly Report (Daywise Comparision)
Payment Link Invoice Report
Report - ExpressGuarantee
Refund/Void Report
Refunded/Voided Orders
Report - PostPaid Report
PostPaid Payment Report
Todays PostPaid Payment Report
Month Wise PostPaid Payment Report
Report - SKU Report
Payments SKU Count Report
Today Payments SKU Count Report
Report - Unlimited Filing Report
Unlimited Tax Filing Season
Report - Return Status Report
Rejected But Not Retransmitted
Export to Excel Option
Export to Excel Option
Report - User Status Report
Registered Only User Account
Return Created Not Paid User
Signed Up User Activity Report
Fradulent Users Report
Report - Return Count Report
Return Count Report
Report - Drip Marketing
Drip Marketing Email Report
Registered But No Business Created
Business Created But No Return Created
Return Created and Not Transmitted
Return Transmitted With EFTPS, Check or Money Order
Unsubscribed Users (Mailchimp)
EIN Activation Reminder (ExpressGuarantee)
Unsubscribed Users Report
Report - User Input Report
Users Feedback
How Did You Find Us Report
Report - Postal Mail Reconciliation Report
LPP Postal Mail Reconciliation Report
Postal Mail Processed by LPP
Report - Upload Status Report
Bulk Upload Back end Report
Smart Upload Backend Report
Report - Support Activity Log Report
Support Activity Log Report
Report - HVUT Payment Report
Upload WF Report Option
Export to Excel Option
Report - Efile Count Report
Month Wise e-File Count
Report - Discount Activity Report
Discount Activity Report
Report - Affiliate Report
Affiliate Monthly Report (Commission Report)
Affiliate Quarterly Report
Affiliate Filing Report
Affiliate Performance Report
Report - Prepaid Credit Discount Report
Prepaid Credit Discount Report
Report - New Carriers Report
New Carriers Report
Report - Category & Sub Category Report
Category & Sub Category Report
Report - Email Notifictaion Report
Email Notification Report
Report - Activity Log Report
Refund Rejected Activity Log Report
Report - Home site Lead Report
Express Statistics Lead Report
Form 2290 Guide Report
Form 2290 Guide Report
ETT Control Refunds in multiple places