Dashboards and account

Understand the role-specific home screen and manage the signed-in user’s account and security.

Verified September 5, 2026Open in GoRefer

Three dashboards and one limited account view

The My Account route renders dedicated dashboards for admins, preparers, and clients. A limited agent reaches the same route but receives only the generic account shell, without a dashboard body.

The dashboard is a launch surface. The detailed records remain in the dedicated CRM, case, finance, and client-portal pages.

Admin DashboardFirm adminPractice overview, setup status, plan usage, and operational shortcuts./my-account/My DashboardPreparerAssigned work, performance, earnings, and preparer shortcuts./my-account/My PortalClientClient-facing referral, reward, appointment, and intake summary./my-account/Limited account viewLimited agentThe signed-in agent’s generic account header without tenant dashboard data./my-account/

Global shortcuts

Quick Links is the bookmark launcher in the top navigation. A signed-in user can keep up to six named URLs; a firm admin can also create defaults that appear for the firm. Links open in a new tab.

Open the Command Palette with Ctrl/⌘ K to search the supported clients, referrals, users, tenants, navigation, and help items available to the signed-in role.
The Tax Year selector changes the firm-wide active year when used by an admin. Preparers see the selected year as read-only.

Account and security

Account settings apply to the signed-in person. Firm-wide branding, permissions, and integrations live under Platform instead.

Account settingsUpdate the signed-in user’s profile and preferences./my-account/settings/Account securityReview sign-in security and two-factor authentication./my-account/security/Change passwordReplace the current password from an authenticated session./my-account/change-password/