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Dashboard

The dashboard is your home base in TaxEase once you are signed in. It brings together your active and past service requests, their current status, related documents, messages, and notifications, so you can see everything at a glance.

What you see​

  • Requests at a glance — active requests with their current status stage, plus a history of completed ones.
  • Documents — quick access to files attached to your requests.
  • Messages — a two-way thread per request between you and the team handling it.
  • Notifications — in-app alerts (with email for the important events) when a request changes status or is assigned.
  • Quick actions — jump straight into starting a new request or opening a tool.

Role-aware views​

The dashboard adapts to your role:

  • Customers see their own requests, documents, and status.
  • Staff and admins see management views for the requests they handle, including queues and performance information.

Public pages (home, tools, legal, sitemap) use a simple public layout, while the dashboard uses an authenticated workspace layout with its own navigation. Some screens keep their state in the URL — the open message thread, for example — so the address bar can be shared or reloaded. This is being extended screen by screen; a few filters and wizard steps still reset on refresh.