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Taxbit Dashboard Overview

The TaxBit Dashboard, serves as the back-office suite for TaxBit’s Tax solutions. Today, the dashboard supports viewing the transaction and account data that was ingested into TaxBit, accessing Information Returns and Tax Documentation, as well as accessing reports that assist in analyzing your entire account population. Future releases will enable users of the TaxBit Dashboard to manage ingested data, review and manage transfer activity,  perform corrections and adjustments, generate custom reports, and complete Information Return workflows for Tax Season.

 

Key features for TaxBit Dashboard include: 

  • Authentication: Username/Password, SSO, and multi-factor support
  • Security: Role-Based Access Control Model, User Management Permissions, Organizational Model, and Org Switcher in-app 
  • Support: In-App Knowledge Base