Tenant demo ยท isolated account

Cedar Ridge tax workspace

A guided filing and document center branded for Cedar Ridge account holders. This tenant view shows guided filing, past-year recovery, business tax tasks, documents, review status, and local action updates without exposing any other tenant.

Cedar Ridge Tax DeskTenant ID ST-TEN-101Smart Tax Business PlusUS-East tax records region
Open workflows5
Completed1
AgreementAGR-ST-2026-101
RenewalRenews March 31, 2027

Guided work

Choose a tax workflow

Each workflow can be moved through review or completion to demonstrate state changes.

LIC-ST-2026-101

Selected workflow

Personal return intake

Collect W-2 income, dependents, state residency, withholdings, credits, and review confirmations before filing.

LaneGuided filing
OwnerTaxpayer and preparer
StatusReady

Local actions

Move the workflow forward

Actions are saved in this browser for inspection.

Published white label

Cedar Ridge Tax Desk

Cedar Ridge tax workspacesupport@cedarridge.example

Documents

Records ready for filing

W-2, 1099, payroll records, state notices, and identity documents are grouped by filing need.

12 documents organized

State filing

State route is clear

Resident state, income states, and additional-review needs are visible before submission.

MI and OH review active

Security

Account access is separated

The tenant can see its own tax records, workflow state, agreement, and assigned review lane.

Tenant boundary active

Contact update

Responsible account contact

Activity

Recent local actions

Use the actions above to record activity in this browser.