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Client Directory & Account Management
Multi-Tenant Vault • IRS Pub 4557 Enforced
DB
Didiet G. Blanco MAcc.
Managing Partner
Active Accounts
0Live Sync
Encryption Standard
AES-256-GCM
MFA Protocol
TOTP Active
IRS Compliance
Pub 4557 Ready
Zero-Trust Directory
Client / Entity Name
Tax ID (Masked PII)
Status
Vault Access
General Ledger & Accounting Integrations
Connect client accounting systems via OAuth 2.0 encrypted API channels.
X
Xero Accounting
Cloud GL & Bank Sync
QBO
QuickBooks Online
Intuit Financial Sync
C
Client File
EIN: Masked • IRS Pub 4557 Enforced
Invoices & Billing Summary
Paid: $0.00 • Unpaid: $0.00
Invoice #
Description
Amount
Status
Actions
Jobs & Active Tasks
No active tasks or jobs created yet for this account.
Account Details
Tags: 1040Bookkeeping
Assigned Firm Roles
Accountant: Didiet G. Blanco MAcc.
Client Encrypted Directory0 docs • AES-256 Vault Active
Secure Communication Threads
No message threads initialized.
Tax Organizers & Questionnaires
No organizers assigned to this account.
Document & Information Requests
No pending client requests.
General Ledger API Connectors (Xero / QuickBooks)
Proposals & Engagement Letters
No engagement letters issued.
Internal Encrypted Notes
AES-256 Vault Note Area active.
Tax Season Pipelines & Workflow
This client has not been added to a pipeline yet.
Invoice
DiBlanco Premier Tax & Accounting Inc.
3512 18th ST SW
Lehigh Acres, FL 33976
www.diblancopremiertax.net
didietgb@diblancopremiertax.net
(305) 978-1585 or (239) 204-2666 • Fax: (239) 933-1688
Billed To:
Client Entity Name
client@company.com
+1 (555) 000-0000
Invoice Number:1001
Date:2026-10-06
Status:UNPAID
Description:
Tax & Accounting Services
Product or Service
Rate ($)
Qty
Amount
Tax Return Preparation
$525.00
1
$525.00
Subtotal$525.00
Tax (0%)$0.00
Total$525.00
Thank you for choosing DiBlanco Premier Tax & Accounting Inc. We hope our service and work brought a smile to your face and made your life just a little easier.
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Invoice #1001
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