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PlugMySite Tax

Clients, documents, returns & deadlines
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Enter your firm email to access your tax dashboard, or explore demo mode with sample data.
We email a one-time sign-in link instead of a password.
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Dashboard Summit Tax
Demo Mode — sample data only. Sign in for real data

Tax Dashboard

Return pipeline

Drag a return, or use the arrow to advance

Upcoming deadlines

Outstanding documents

Clients

Documents

Request → Received → Reviewed

Deadlines

Reports & analytics

Settings

Firm

Preparer credentials

Your preparer identifiers. Stored on your account only.