Status at a glance, so you know what to move next.

    The dashboard surfaces where each client stands: imported, invited, ready to review, delivered, or e-signed. Clear flags call out blockers (e.g., "Awaiting W-2" or "Signature pending"), letting you prioritize the right nudge or action.

    Track every client through each stage of the workflow

    Imported3

    John Smith

    SJ

    Tax Year: 2024

    2 days ago

    Maria Garcia

    PJ

    Tax Year: 2024

    1 day ago
    Invited2

    Robert Chen

    AK

    Tax Year: 2024

    Hasn't opened link

    Lisa Johnson

    SJ

    Tax Year: 2024

    Invited 4h ago
    Ready to Review4

    David Lee

    PJ

    Tax Year: 2024

    Missing K-1

    Emma Wilson

    AK

    Tax Year: 2024

    All docs ready
    Delivered2

    Sarah Martinez

    SJ

    Tax Year: 2024

    Signature pending
    E-Signed5

    Tom Anderson

    PJ

    Tax Year: 2024

    Complete
    SJ
    Sarah Johnson (Preparer)
    PJ
    Paul Jackson (Preparer)
    AK
    Amy Kim (Admin)

    Weekly Completions

    Mon
    8
    Tue
    12
    Wed
    6
    Thu
    10
    Fri
    14

    Total This Week

    50

    Avg per Day

    10

    Track Your Progress

    Monitor weekly completions with visual charts that show your team's throughput. Identify patterns and optimize your workflow for peak efficiency.

    Predictable Throughput

    See completion trends week over week

    Visual Analytics

    Easy-to-read charts and metrics

    Goal Tracking

    Set and monitor daily/weekly targets

    Progress at a Glance

    Clear visual indicators show status instantly

    Documents

    15 / 20 received75%

    5 more needed

    Invitations

    12 / 15 opened80%

    3 pending response

    Signatures

    8 / 10 signed80%

    2 awaiting signature

    Completed

    18 / 20 done90%

    2 in final review

    How VYAX Helps You Stay in Control

    Five simple steps to keep your tax process clear and organized.

    01

    Import & Organize

    Collect client info and documents in one secure place. No endless emails or scattered files.

    02

    Track & Communicate

    Stay in sync with real-time updates, automated reminders, and built-in messaging.

    03

    Review

    Files are auto-renamed and grouped for faster, cleaner review. No manual sorting.

    04

    Deliver & E-Sign

    Send final returns for signature with just a click. Fast, simple, and secure.

    05

    Get Paid

    Receive payments through VYAX with integrated invoicing and payment tracking.

    Ready to streamline your workflow?