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
🎨 White-Label Portal & Brand Customization
🖼️
Click to upload high-res SVG / PNG logo
🚀 Client Self-Registration & Welcome Portal Settings
Public Direct Registration URL
Operational Module
DiBlanco Premier OS Enterprise Subroutine Active.