Active Client Accounts
0 Live Sync
Encryption Standard
AES-256-GCM
MFA Protocol
TOTP Active
IRS Compliance
Pub 4557 Ready
20 Integrated Operational Modules (Team Portal)
Click any module to access its dedicated zero-trust encrypted workspace.
| Client / Entity Name | Account # | Tax ID (Masked PII) | Tags | Team Members | Actions |
|---|
Individual Client Contacts
Manage individual portal login access, notification preferences and signatory roles.
| Contact Name | Phone | Email Address | Permissions | Actions |
|---|
Firm Settings & Security Management
Configure global firm preferences, billing plans, integrations, 2FA, and domain white-labeling.
🏢 Contact Details & Firm Identity
🔐 Two-Factor Authentication (2FA) & Domain
Custom Domain White-Labeling
White-label your portal with your domain (e.g. portal.diblancopremiertax.com).
2FA Enforcement Options
International Settings & Time Zone
🏷️ Active Document Tags & Default Team Access
Default Account Access Assigned Members:
🔌 Connected Tax & Financial Services
Configure API connections, webhook endpoints, and sync behavior.
Transmits forms directly to federal gateways.
Syncs invoices, payments, and accounts.
Subscription Plan Overview
Current Seat Licenses
Renewal Date: Oct-07-2027
Renewal Date: Oct-15
Active Payment Method
Expires 12/29
Prepaid Firm Balance
Available Balance
$0.00
Transaction History
| No balance transactions recorded yet. |
Billing Details & Corporate Invoicing Address
🚀 Client Self-Registration & Welcome Portal Settings
Public Direct Registration URL
⏱ Live Active Time Tracker Control
Select a client account to manually record billable working time, or open any client expedient.
20. Automated Time Tracking & Audit Vault
Live background session recording per client and monthly aggregated audit reports.
Total Recorded Time (All Clients)
00:00:00
Total Active Sessions Logged
0
Audit Security Standard
AES-256 Multi-Tenant Isolated
📅 Monthly Client Time Breakdown (Audit Record)
Auto-Consolidated Monthly| Client Name | Account # | Month | Team Member Breakdown | Total Monthly Time |
|---|---|---|---|---|
| No monthly time records generated yet. Open a client file to start automatic tracking. | ||||
📋 Live Audit Trail & Recorded Sessions
| Date & Time | Team Member | Client | Account # | Duration | Status |
|---|---|---|---|---|---|
| No time entry logs recorded. | |||||
19. Integrated Email System & Auto-Vault Hub
AES-256 encrypted email hub with automatic client attachment vaulting and audit trail.
Mailboxes & Filters
Filter by Client Account
🛡️ Auto-Vault Security
PDF, PNG, JPG attachments are encrypted with AES-256-GCM and stored directly in the client document vault.
📧 Synchronized Email Vault & Attachments
| Direction | Client Name | Account # | Subject & Preview | Vaulted Attachments | Date / Time |
|---|---|---|---|---|---|
| No email messages synchronized yet. | |||||
✉️ Compose & Send Client Email
Operational Module
DiBlanco Premier OS Enterprise Subroutine Active.