DEMO ONLY — Do not enter real names, Social Security numbers, tax information, or upload actual W-2 or 1099 files. No secure backend is connected.
Your taxes, organized in one place
A mobile-friendly portal for DM Pro Services clients.
Interactive interface previewClient registration
Create a client profile in the finished portal.
Tax questionnaire
Collect filing status, dependents, and income types.
Document submission
See how W-2 and 1099 submissions will work.
Administrator dashboard
Review the planned tax preparation workspace.
Client registration
This form does not create accounts or transmit information.
Tax intake questionnaire
Upload tax documents
Select a sample file to preview the upload interface. Files are not read, sent, or saved.
Administrator dashboard
Sample client overview
Illustrative data only. This dashboard has no connection to real clients.
| Client | Tax year | Documents | Status |
|---|---|---|---|
| Sample Client A | 2026 | 2 | Awaiting review |
| Sample Client B | 2026 | 1 | Missing documents |