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AccuTax CRM

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Rowan Vale · reviewer view · Tax year 2025

Open returns · 2025
30
Open returns
Awaiting documents
6
Awaiting documents
Ready for review
4
Ready for review
Awaiting client signature
4
Awaiting signature
Awaiting payment
16
Awaiting payment
Filed · this season
5
Filed this season
Season progress
Weekly workload by current stage
IntakeIn prepReviewSigningFiledClosed
Review: 1Signing: 2Filed: 4Jan 57Intake: 3In prep: 1Review: 2Signing: 28Intake: 2In prep: 2Review: 3Jan 197Intake: 2In prep: 5Review: 1Signing: 19In prep: 1Feb 21Intake: 11Intake: 1Feb 161Mar 2Mar 16Mar 30Apr 13
Speed to lead
Median first-response time
41m
across 10 responded leads
Target: 15m
7 above target (70%)
1m15m1h24h
Needs your attention
Ready for review
4
  • Wexler & Halberg Design
    RT-25-011 · Preparer released; waiting on reviewer gate
    4d
    Ready for review
  • Rowan Ashcombe
    RT-25-001 · Preparer released; waiting on reviewer gate
    3d
    Ready for review
  • Ephraim & Astrid Corvino
    RT-25-022 · Preparer released; waiting on reviewer gate
    2d
    Ready for review
  • Tobias Rowbotham
    RT-25-031 · Preparer released; waiting on reviewer gate
    1d
    Ready for review
Upcoming deadlines
Statutory filing dates