YOU CONTROL THE ASSIGNMENTS
Partners & team.
Assign exact client records and tax years, review incoming help requests, and follow training and setup.
Owner sign-in required. No client records are included in this page.
Team readiness
Assign a client case
Search MASTER’s shared catalog. Only you can make or remove an assignment. Each case keeps its exact scope.
Incoming client-help requests
Review identity and supporting documents before linking a request to a MASTER case. A similar name alone is not proof.
PTS preparer submission packets
Review the integrated office and preparer fields, supporting files and current provider requirements. Export a checked packet to complete the official PTS submission.
Partner notes & task updates
Open an assigned case to communicate. Partner “done” reports remain subject to your review.