M
Mara — what needs you
Live from your data · updates itself as things get handled
Open items
Loading…
Recent Invoices
| Invoice | Client | Amount | Status | Date |
|---|
| Name | Type | Phone | Added |
|---|
Loading…
| Client | Type | Title / Service | Status | Due / Deadline | Tax Year | Refund / Owed | Filed |
|---|
| Invoice # | Client | Total | Paid | Balance | Status | Due |
|---|
Accounts Receivable Aging by Client
Outstanding invoices by days overdue
| Client | Current | 1–30 Days | 31–60 Days | 61–90 Days | 90+ Days | Total |
|---|
Payment History
| Date | Client | Invoice | Amount | Method | Reference | Bank Account |
|---|
AP Aging Summary
| Current | 1–30 Days | 31–60 Days | 61–90 Days | 90+ Days | Total Outstanding |
|---|
Bills
| Bill # | Vendor | Account | Total | Paid | Balance | Status | Due Date |
|---|
W-9:
Person Tax — consolidated federal planning
One owner across every entity, summed by tax character (SE vs non-SE vs per-business QBI), with the Social-Security base coordinated against W-2. Federal planning estimate only — state / NIIT / AMT / multi-state go to the preparer.
Tax year
Loading…
Select a person to see their consolidated return.
| Date | Vendor | GL Account | Amount | Notes |
|---|
A live index of the actual 1040 Prep and Partnership Prep (1065) work — grouped by entity, with each partner's 1040 matched by TIN. Open any row to jump straight into its workspace; there's nothing to create here. Scenario what-if models & Decision Studio live under Scenario workspaces below.
The season at a glance — every tax engagement with its true status, straight from the filing workspaces (a calculated 1040 moves its engagement by itself). Click a row to land in the right workspace.
Every judgment call on a return — the criteria that governs it, the scenarios modeled with their dollar impact, and the recorded choice. The Tax Decision Studio writes these; review and record the call here.
Transactions
| Date | Description | GL Account | Amount | Reconciled |
|---|
Learned Categorization Rules
0 rules
▼
Inbox
Select a conversation.