Tax year 2025
Acme Tax client portal
Review each return, send Form 8879 for signature, and keep custom document work moving in one place.
Prepared by Robert Martinez, CPA
Clients
5
3 still need Form 8879 sent
Awaiting signature
1
Returns waiting on final client approval
Projected refunds
$14,367
Combined federal refunds across this list
Client list
Select a client to review return details or trigger the next step in the filing workflow.
| Client | Filing status | Refund / owed | 8879 status |
|---|---|---|---|
| Sarah Chen sarah.chen@email.com | Married Filing Jointly | Refund $4,287 | Ready to send |
| Michael Torres michael.torres@email.com | Single | Refund $1,832 | Signed |
| Jennifer Walsh jennifer.walsh@email.com | Head of Household | Owes $892 | Ready to send |
| David Kim david.kim@email.com | Married Filing Jointly | Refund $6,145 | Awaiting signature |
| Amanda Brooks amanda.brooks@email.com | Single | Refund $2,103 | Ready to send |