Overview

Total Documents

247

+12% from last week

Processing

18

Currently active

Exceptions

3

Needs review

Completed Today

42

Above average

Recent Activity

✓

W-2 Form processed for Client #1234

!

1099-MISC requires manual review - low confidence

→

Schedule K-1 imported to Lacerte successfully

Document Processing Queue

Status Document Type Client Uploaded Confidence Actions
Processing W-2 Form Johnson, Robert (ID: 4521) 2 minutes ago
95%
Low Confidence 1099-MISC Smith, Sarah (ID: 3892) 5 minutes ago
45%
Completed Schedule K-1 Anderson LLC (ID: 7823) 12 minutes ago
92%
Pending 1099-INT Davis, Michael (ID: 2156) 18 minutes ago -
Failed Schedule C Wilson, Jennifer (ID: 5643) 25 minutes ago
15%

Exception Queue

Documents requiring manual review or correction

1099-MISC Low Confidence

Smith, Sarah (ID: 3892)

Issue: Handwritten amounts unclear
Confidence: 45%
Fields Affected: Box 7, Box 10
Document preview
Schedule C Failed

Wilson, Jennifer (ID: 5643)

Issue: Poor scan quality
Confidence: 15%
Recommendation: Request new scan
Document preview
W-2 Validation Error

Martinez, Carlos (ID: 8234)

Issue: SSN mismatch
Detected SSN: XXX-XX-4567
Expected SSN: XXX-XX-4576
Document preview

Client Overview

Johnson, Robert & Mary

Client ID: 4521 | Joint Filing

Active
Documents 12/15
Status In Progress
Last Activity 2 hours ago
✓ W-2 (2)
✓ 1099-INT (3)
âŗ Schedule A
❌ 1098 Mortgage

Anderson LLC

Client ID: 7823 | Business Return

Active
Documents 28/30
Status Ready for Review
Last Activity 15 min ago
✓ Schedule K-1 (4)
✓ 1099-MISC (8)
✓ Bank Statements
âŗ Balance Sheet

Davis, Michael

Client ID: 2156 | Individual

Pending Docs
Documents 5/12
Status Waiting
Last Activity 3 days ago
✓ W-2
❌ 1099-INT
❌ 1099-DIV
❌ Charitable Donations

Processing Queue

24 In Queue 3 Processing 12 Completed Today
Client Document Type Status Progress Started Actions
Martinez Family Form 1040 Processing
75% 		2 min ago
Tech Startup Inc Schedule K-1 Processing
40% 		5 min ago
Williams Trust Form 1099-DIV Queued
Waiting 		-

Reports & Analytics

Processing Metrics

847 Total Processed
92% Success Rate
3.2m Avg. Time
68 Exceptions

Document Types

W-2
1099
K-1
1098
Other

Daily Processing Volume

Mon Tue Wed Thu Fri

System Settings

Processing Configuration

85%

Documents below this confidence will be queued for review

Notification Settings

Integration Settings