Portfolio · Tax year 2026 Sample data
Your LLCs
3 need attention
4Entities
2568s due
1$800 unpaid
1In review
Entities
| LLC | Status | AI stack check |
|---|---|---|
Maple St Rentals LLC | 568 due | Clear |
Harbor STR Holdings LLC | $800 unpaid | 1 flag |
Pine Ct Storage LLC | In review | Clear |
Oak Ave Investments LLC | Filed | Clear |
Prep for 3 open LLCs · 3 × $199 volume rate$597
AI stack check flags paperwork gaps only. Every return is reviewed and signed before filing. Dashboard shows sample data until your account is live.
Intake
Upload prior-year Form 568s, current-year income records and $800 payment proof through SmartVault (SOC 2 Type II).
Open secure upload portal SOC 2 Type II
Encrypted document exchange via SmartVault. You’ll upload after I invite your Google/email to the vault. Demo email login does not upload files into SmartVault by itself.