The client dashboard provides a comprehensive overview of your client's financial projections. It includes detailed insights such as Current Tax Stats, Total Tax Due, Personal Income by Source, Business Expenses by Destination, Rental Real Estate Summary, Business Income Summary, Tax Brackets, Phaseouts & Limits, Scheduled Capital Gains/Losses, and an Itemized Deductions Breakdown.

You can use the toggle in the upper right-hand corner to select the year for which you'd like to view projection details.