TaxSlayerPro Dashboard Guide for New Users 

What Is the TaxSlayerPro Dashboard?

• Central place to manage all tax-related work

• Shows client accounts, tax returns, and tools

• Designed for fast and easy navigation

Main Sections of the TaxSlayerPro Dashboard

• Client Management – add, view, and manage clients

• Tax Returns – start, edit, or submit tax returns

• Account Settings – update profile and security options

• Reports and Tools – access reports and helpful tools

How to Navigate the Dashboard Easily?

• Use the top menu to switch sections

• Search bar helps find clients quickly

• Dashboard icons guide you to key features

Adding a New Client from the Dashboard

• Click Add New Client

• Enter client details carefully

• Save information to access the client profile

Managing Existing Clients

• View all clients in one list

• Edit client details when needed

• Track tax return status for each client

Starting and Managing Tax Returns

• Select a client

• Click Start New Return or Edit Return

• Save progress and submit when ready

Dashboard Security Tips for New Users

• Log out after each session

• Enable two-factor authentication

• Avoid using public or shared computers

• Check login activity regularly

Common Dashboard Issues and Fixes

• Dashboard not loading → refresh page or clear cache

• Missing clients → check search filters

• Slow performance → update browser

Tips to Use the Dashboard More Efficiently

• Bookmark important sections

• Keep client data updated

• Use dashboard tools to save time

• Review reports regularly

FAQs – TaxSlayerPro Dashboard

1. What is the TaxSlayerPro dashboard used for?

• It helps manage clients, tax returns, and account settings.

2. Can beginners use the TaxSlayerPro dashboard easily?

• Yes, the dashboard is user-friendly and beginner-friendly.

3. Can I add multiple clients from the dashboard?

• Yes, you can add and manage multiple clients.

4. Why is my dashboard not loading?

• Browser cache or internet issues may cause this problem.

5. Can I manage tax returns from the dashboard?

• Yes, all tax returns are managed from the dashboard.

6. Is the dashboard available on mobile?

• Yes, it can be accessed via mobile browsers.

7. How do I keep my dashboard secure?

• Use strong passwords, enable 2FA, and log out properly.

8. Can I customize the TaxSlayerPro dashboard?

• Some settings and views can be adjusted in account settings.