Preparer workspace

Follow the preparer navigation from assigned clients and cases through compliance, training, and payouts.

Verified September 5, 2026Open in GoRefer

Daily work

The preparer menu is intentionally smaller than the admin menu. It centers assigned client work and personal outcomes rather than firm configuration.

My DashboardSee personal work, performance, and earnings./my-account/CasesOpen assigned case work and its evidence./gio/cases/My ClientsFind permitted client records./apps/contacts/My LeadsManage permitted prospective-client work./crm/leads/CalendarManage appointments and availability./crm/appointments/Client NotesMaintain notes for permitted client records./crm/notes/

Professional work

Compliance and Gio tools remain subject to plan, rollout, role, and record access. Use the case evidence and review generated work before relying on it.

Due DiligencePrepare supported due-diligence records./due-diligence/IRS Notice ManagerAnalyze notices and draft sourced responses./gio/notices/Compliance Risk PatternsInspect recurring case risks and opportunities./gio/opportunities/Practice ComplianceMaintain the preparer’s permitted compliance work./compliance/Content StudioDraft supported firm content./gio/content-studio/MemosFind retained memos and return to their case context./gio/memos/SearchSearch permitted firm documents./gio/search/1040 ReviewRun the supported return second-opinion workflow./gio/return-review/Tax ResearchResearch tax questions with cited sources./gio/research/ERO OperationsReview the preparer’s scoped operational records./operations/My Gio CreditsReview personal Gio credit allowance and usage./gio/credits/me/

Progress and resources

Preparers can follow their own payouts, engagement programs, files, recruiting work, and assigned training.

My PayoutsReview personal payout records./payouts/ChallengesTrack assigned challenge progress./challenges/LeaderboardsSee preparer-facing competition rankings./leaderboards/preparer/RecruitingWork permitted recruiting records./recruiting/File ManagerPreview, download, and flag permitted documents./file-manager/TrainingComplete assigned courses and lessons./academy/