FreeTax Preparation dashboard

Deduct: Tax Preparation dashboard template

Client returns, documents and deadlines for a tax preparation office.

34 pages. Light and dark themes. MIT license, free for business use.

34pages included
5things you can manage
2themes, light and dark
MITlicense

What you can manage

Clients – Individuals and businesses you file for.
Returns – Tax returns for this season.
Documents – Forms and receipts clients sent.
Appointments – Meetings with clients.
Payments – Fees clients paid you.

At a glance on the overview page
Returns filed
In progress
Fees billed
Refunds found

Extra tools
Return pipeline – Every return from documents to filing.
Deadlines – Filing dates and client meetings.
Season report – How this season compares with last year.
Engagement letter – Printable fee agreement for a client.
Document requests – Messages asking clients for missing forms.
Preparer workload – Returns each preparer has filed.
Office settings – How your office works during tax season.

What is inside the 34 pages

Overview1 page
A live dashboard home with charts and key numbers.
5 record types15 pages
A list, a detail page and a form for each one.
Special tools7 pages
A calendar, kanban board, report or similar view for each.
Workspace7 pages
Team, notifications, activity log, settings, profile, help and a UI kit.
Sign in4 pages
Login, sign up, forgot password and a 404 page.

Example organization used in the demo: Northside Tax Services.

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FAQ
Questions about this template
Is this dashboard free to use?
Yes. It uses the MIT license, so you can use it in personal, client and commercial projects at no cost.
Does it need a framework or build step?
No. It is plain HTML, CSS and JavaScript. Open a page in a browser, or upload the folder to any host.
Can I connect it to my own data?
The pages use realistic sample data so you can see every screen. Replace it with your own API or database when you build your app.
Can I change the colors and text?
Yes. Colors are CSS variables at the top of each stylesheet, and all text is plain HTML you can edit directly.