LCL Tax — Return Tracker

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LCL Tax

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LCL Tax · Tasks

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Sign out

Filter

Received to

Drag to assign · click to view workload

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Prep

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Review

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Unassigned

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Client

Service

Detail

Assigned To

Status

Data Received

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Prep

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Review

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Unassigned

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Client Repository

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Archived

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View full client profile →

Status — click a stage to update

Status activity

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No status changes yet. Moving this task between stages will log who and when here.

Preparer — click to add or remove

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Reviewer — click to add or remove

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Data received

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Notes

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No notes yet — add the first one below.

Client Profile

Archived

Contact — used for client status emails

Phone

Saved automatically. Mail-In status updates are emailed to this address.

Work on file

No work on file yet. Start something with "New task".

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Notes history

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No notes on file yet. Open a task and add one — it will appear here grouped by year.

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No active tasks assigned.

Service type

Client

Return type

Delivery

Category name

Task title

Tax year

Data received

Date received

Stage

Preparer

Reviewer

New Client

Client name

Entity type

The client is added to your repository. You can start their first task from the client profile or the “New Task” button.

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Full name

Role

Email (used to sign in)

Password

Avatar color

Import from Canopy

Connected · LCL Tax workspace

{{ canopyNewCount }} new clients found · {{ canopySelectedCount }} selected

Already in tracker

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Sync your Canopy client roster

We'll pull client names and contact info from your connected Canopy workspace. You choose which to import.

Backup & restore

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Export a backup

Download all current data — tasks, notes, team, clients, and contacts — as a single file you can store safely.

Restore from a backup

Load a previously exported file. This replaces everything currently in the tracker with the file's contents.

Import data

Note: this prototype keeps data in your browser session, so a backup file is the reliable way to preserve your work. In the deployed app this would run against the live database.

✓ Email sent automatically

FromLCL Tax Tracker <notifications@lcltax.com>

To{{ email.toName }} <{{ email.to }}>

Subject{{ email.subject }}

Hello,

We're writing to let you know your tax return has moved to the {{ email.stageLabel }} stage in our process:

{{ email.typeYear }} · Status: {{ email.stageLabel }}

No action is needed on your part right now — we'll reach out if we need anything. Thank you for choosing LCL Tax.

You're receiving this because your return is being handled by mail. Reply to this email with any questions.

Hi {{ email.first }},

You've been assigned as {{ email.roleLabel }} on a new task:

{{ email.typeYear }} · Role: {{ email.roleLabel }}

Open in Work Tracker →

You're receiving this because task-assignment notifications are on for your account.

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📧{{ t.title }}

View sent email Dismiss