CincyTax StaffStaff passkeys

Your work today

Start a document drop-off, continue a saved batch or case, or find a client.

Upload client documentsStart a folder and confirm each client, case and tax year. Continue my workReturn to assigned cases and parked uploads. Find a clientSearch the existing client record and open its case.

Find a client

Search the current authorized client list.

Loading your current work…

My customers and authorized team work

All current assigned cases appear here, including cases without an exception. Team view uses your existing Staff case access.

See changes across my cases

Loading current case work…

Current exception queue snapshot

These lanes summarize queue exceptions. The customer workbench above includes all current assigned cases.

More workbenches and metrics

Workbenches

Exception queues Document intake Business scope and assignments Quotes and engagement Return handoff and filing record Evidence questions by case

Exception-focused case view

Select a case from any queue to load requests, documents, open tasks, and one-click actions.

No case selected.