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Home on Guardian Tax. A private, collaborative workspace for Guardian Tax’s digital ecosystem.

Data types

  • SiteSettings
  • ConceptCard
  • ConceptCardComment
  • ConceptCardLike
  • Client
  • IntakeSession
  • ActivationGateSession
  • ActivationAuditLog
  • SignedDocument
  • ActivationPackage
  • PaymentReceipt
  • TaxPreparationCase
  • PortalMessage
  • DocumentRecord
  • PortalActivity
  • IntakeSubmission
  • SignatureProfile
  • PortalMagicToken
  • Appointment
  • FAQItem
  • ServicePage
  • CaseAssignment
  • MessageThread
  • PreparerCharge
  • ChargeAuditLog
  • Invoice
  • InvoiceLineItem
  • PreparerProfile
  • PreparerJob
  • PreparerJobResponse
  • PreparerPayout
  • TimeEntry
  • NotificationLog
  • TaxActPrepRecord
  • TaxActAuditLog
  • SecurityEvent