Good morning
Here's your practice overview for today.
Active clients
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Scenarios saved
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this year
Avg. tax saved
$4,820
vs. IRA-first baseline
Sessions this week
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last 7 days
Recent clients
| Client | Last session | Scenarios | Status | |
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Tax savings by scenario type
Recent activity
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Clients
Manage your client roster and jump into their optimizer.
| Client | Contact | Tags | Last session | Scenarios | Actions |
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Saved scenarios
All optimizer sessions saved across your clients.
| Name | Client | Tax year | Status | Saved | Actions |
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