Partner Console
Manage every client from one place. The partner console is a multi-client dashboard with onboarding, roles, usage and billing, and it has a tab for creditARMOR.
Why a console
A firm offering R&D documentation to many clients needs to see all of them at once. Which clients have set up their projects? Whose surveys are being answered? Who is behind? Without a single view, the answers sit in separate accounts, and chasing becomes a manual job. The partner console is meant to be that view. It is part of white-label TaxTrex, a Swanson Reed product, and its details here are limited to what Swanson Reed has provided.
What it does
The partner console is a multi-client dashboard with onboarding, roles, usage and billing. It also has a tab for creditARMOR. Partners use it to add clients, decide who in their firm can see what, track activity and see billing across clients.
How it works
- 1
Add clients
Onboard clients one at a time or in groups. Each gets its own space under your brand.
- 2
Assign roles
Decide who in your firm can see what, so staff see only the clients and functions they need.
- 3
Track usage
See activity and billing across clients, and spot who needs a nudge.
- 4
Check audit readiness
Use the creditARMOR tab to see how claims score, where that product is part of your offering.
What you get
- Client onboarding in one place.
- Roles for your staff.
- A usage and billing overview.
- A creditARMOR tab.
- A single view of which clients are on track and which are behind.
Typical roles in a firm
Roles in the product are proposals until confirmed by Swanson Reed.
| Role | What they usually need to see |
|---|---|
| Partner or owner | All clients, usage and billing |
| Engagement manager | The clients they look after, and their progress |
| Reviewer | Claim packs and evidence for assigned clients |
| Administrator | Onboarding, access and settings |
A worked example (illustrative)
This scenario is invented. A firm has twenty clients using white-label documentation. On the first Monday of the month, the engagement manager opens the console. Fourteen clients have answered their surveys, four are partly behind and two have not responded. She sends a note to the six and sees by mid-month that three have caught up. In the creditARMOR tab, she sees that one claim scores poorly, and assigns a reviewer. The partner looks at the billing overview to check that usage matches what the firm invoices.
Limits
The console is a management view. It does not review claims, give tax advice or decide eligibility. Access to client information should be limited to what each person needs, and the terms should be agreed in writing. Everything described here is a proposal until Swanson Reed confirms it.
Integrations, review tiers and partner pricing are proposals until confirmed by Swanson Reed.
Setting up the console
- 1
Plan your roles
Decide who will be an owner, a manager, a reviewer and an administrator.
- 2
Add a first group of clients
Start with a small group, so you learn how onboarding works before doing it for everyone.
- 3
Check what staff see
Log in as each role and check that people see only what they should.
- 4
Agree a routine
Pick a day each month when someone reviews usage and follows up with clients.
Reports a partner might want
Which reports exist is confirmed by Swanson Reed.
- Which clients have set up their projects, and which have not.
- Response rates to surveys by client.
- Clients with thin evidence in particular projects.
- Usage and billing by client.
- Audit-readiness scores across the portfolio, where creditARMOR is used.
Who owns the client data
Ownership and access to client data are important, and they are matters to agree in writing. The partner, the client and the product provider each have a role, and the terms should be clear before clients are onboarded. Ask Swanson Reed how data is held, who can see it, what happens when a client leaves and what the partner can do with the information. This site does not state those terms.
Rolling the console out to your team
Introduce the console to the people who will use it daily, not only to partners. Show the engagement managers how to find a client and see what is behind. Show reviewers how to open a claim pack. Show administrators how onboarding works. A short written guide, with screenshots from your own setup, helps people who join later. Revisit roles after the first busy season, because the way a firm works usually becomes clearer with use, and permissions may need adjusting.
Questions to answer before onboarding clients
| Question | Why it matters |
|---|---|
| Who will answer client questions about the product? | Clients will contact you first |
| How will you describe the service? | Clear wording prevents misunderstandings |
| Which clients are the best first group? | Early successes help the rest follow |
| What will you do about clients who do not respond? | Gaps matter more than a good launch |
| Who reviews, and at which tier? | The review decision affects fees and expectations |
Console questions
Can staff see only their own clients?
That is the intention, through roles. Details are confirmed with Swanson Reed.
Does it handle billing?
It shows usage and billing across clients. Terms are confirmed with Swanson Reed, and pricing is a proposal.
Is creditARMOR included?
The console has a creditARMOR tab where that product is part of your offering. Terms are confirmed with Swanson Reed.
How much does it cost?
Contact us for pricing. Partner pricing is a proposal until confirmed.
Keep exploring
How White-Label TaxTrex Works
Surveys, interviews, evidence, accounting sync and review in white-label TaxTrex.
Learn moreWays to Embed TaxTrex
Two ways to put white-label TaxTrex inside your own system: an embedded portal or an API.
Learn moreSelf-Managed R&D Documentation
The tools clients in white-label TaxTrex use to document their own R&D through the year.
Learn moreWhite-Label Branding
Clients should see your firm, not ours: your logo, colors and domain on emails, surveys and reports.
Learn morePlease note: Estimates and drafts are prepared by software for review by a licensed CPA or enrolled agent. This is not tax advice.
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