Dashboard

Today at a glance

Key metrics

Open cases

5

6 total

Needs action

2

1 awaiting response

Total billed

$1,185

$775 outstanding

Collected

$410

35%
35% collection rate

Outstanding balance

$775

outstanding

Cases opened

6

6 year to date

Cases closed

1

1 year to date

Due in 14 days

5

Upcoming deadlines

Documents missing

7

Outstanding documents

Active clients

4

4 clients

Avg. days open

20751

20721 days over target
0dtarget: 30d60d
Recent activity

W-2 received, ITIN letter pending.

2025 individual tax return · 1969-12-29

Client called, gathering I-94 copy.

TPS re-registration · 1969-12-26

Packet mailed with tracking.

Work permit renewal (I-765) · 1969-12-22

Case opened at walk-in appointment.

TPS re-registration · 1969-12-11

Receipt notice received from USCIS.

Asylum application follow-up · 1969-11-22

Delivered certified translation.

Birth certificate translation · 1969-10-29

Outstanding documents
I-94 arrival recordMarie Jean-Baptiste
Birth certificateMarie Jean-Baptiste
SSN or ITIN letterLuis Ramírez
Prior year returnLuis Ramírez
Document to notarizeAngela Thompson
I-94 arrival recordLuis Ramírez
Birth certificateLuis Ramírez