Wealthy Minds Collective
WMC • INSIDER PORTAL
JW ▾
WELCOME TO YOUR WMC HEADQUARTERS

Everything you need to move through tax season with confidence.

Your clients, intake forms, tax software, STU, WMC Connect, documents, earnings and support are all one click away — built to keep your season organized and moving.

Same mission. Bigger generations.
MY CLIENTS
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Assigned clients will appear here
PENDING INTAKES
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New submissions will appear here
STU TRAINING
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Training progress will appear here
CURRENT WEEK
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Published earnings will appear here

Your everyday tools

One click from the hub
SOFTWARE

Launch Simple Tax Tech

Your tax software login will live here.
CLIENTS

Share Intake Form

Open or copy your assigned intake link.
EARNINGS

Commission Tracker

View funded returns, rate and weekly totals.
COMMUNITY

WMC Connect

Announcements, team talk, meetings and wins.
PINNED • WMC CONNECT

Official updates live in WMC Connect.

Deadlines, meeting notices, software updates and team announcements appear here first.

ASK WENDY

Your built-in WMC guide

Find a form, locate training, review company procedures or get routed to support without digging through messages.

MY CLIENT CENTER

My Clients

Private workspace for clients assigned to this preparer.
PRIVATE • ASSIGNED TO YOU
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Current Season Clients

Your current-season clients will appear here.
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New Intakes

New client intake submissions will appear here.
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Ready for Review / E-file

Prepared returns waiting for WMC Admin review and e-file.
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Accepted – Email Pending

Accepted returns still requiring the mandatory client email and return copy.
⌕
No clients yet.
Your 2027 clients and return statuses will appear here.
No matching clients found.
Before real client data is used, GHL assignment and permission behavior should be tested with dummy preparer accounts to confirm preparers cannot access each other’s client records.
CLIENT INTAKE

Share Your Intake Form

One permanent place for each preparer to access and share the WMC client intake.
FORM CONNECTION
YOUR PREPARER INTAKE LINK

WMC Client Intake

When connected, this will open the real intake form and route the submission into the correct preparer’s client workflow.

Client information File uploads Agreement / consent Preparer assignment
SHARE WITH CLIENT

Send the intake

These buttons become live once the actual form URL and messaging workflow are connected.
WHAT HAPPENS NEXT
1Client completes intake
2Client record is created or updated
3Preparer assignment is applied
4Client appears in My Clients
RECENT INTAKE ACTIVITY

Submission status

PREPARER VIEW
No intake activity yet. New client submissions will appear here.
SIMPLE TAX TECHNOLOGY

Tax Software

Choose the platform assigned to your account.

TAX SOFTWARE

Simple Tax – OLT

Open your Simple Tax OLT software login.

TAX SOFTWARE

Simple Tax – Slayer

Open your Simple Tax Slayer software login.

RETURN WORKFLOW

2027 Client Return Status

Intake → Prepared in Tax Software → Ready for Review / E-file → E-file Accepted → Client Email + Return Copy Sent → Complete
Required final step: After e-file acceptance, the client must be emailed a copy of the completed return before the return is marked complete.
WMC CONNECT

Your private team community

Announcements, conversation, meetings, wins and support — all in one place.
PRIVATE TEAM COMMUNITY
JW
JW
Post as Jo / WMC Admin
Prototype composer
JW
WMC AdminOfficial Announcements • Pinned
PINNED
Welcome to the 2027 WMC Tax Season Team

All official deadlines, meeting reminders, software updates and company announcements will live here. Check WMC Connect first before searching old texts or emails.

📌
Start Here: 2027 Team Checklist
Contracts • Academy • Software • Required documents
BR
WMC Team Member
Got it — everything is uploaded on my end. 💚
AM
WMC Team Member
Love having everything in one place this year.
AM
WMC Team MemberTax Talk & Questions • 1h
•••

Does anyone have the checklist for clients with Marketplace insurance? I want to make sure I have everything before I move the return forward.

Wendy can help find the Marketplace checklist
JW
Jo
Check Resources → Marketplace. I’m pinning it there too.
BR
WMC Team MemberWins & Celebrations • 3h
•••

First three funded clients of the season 🎉 Let’s go WMC!

🏆 TEAM WIN • FIRST FUNDS OF THE SEASON
WM
WMC TeamMeetings & Events • Tomorrow
EVENT
02OCT
7:00 PM • WMC Connect Live

Season prep, EFIN reminders, Academy updates and Q&A.

TS
Tech SupportTechnical Support • Today
NOTICE

If your tax software login is not working, use the Tax Software page first and confirm your credentials before submitting a support request.

No posts in this space yet.
PREPARER EARNINGS CENTER

Earnings & Commission Tracker

Read-only access to your funded returns, assigned commission rate, advance-cost recovery and weekly statements.
READ ONLY • PREPARER VIEW
STATEMENT PERIOD
Week of Feb 8–14, 2027
NET EARNINGS THIS WEEK
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No published earnings yet
Your assigned rate is stored on your WMC profile and cannot be edited from the preparer portal.
Assigned Commission Rate
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Individual profile setting
Gross Commission
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Before preparer adjustments
Advance Adjustments
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No adjustments published
$
How the $40.50 advance charge works
When an advance is requested, WMC incurs the bank cost upfront whether the advance is approved or denied. If the preparer adds $40.50 to the client's charge, that amount reimburses WMC and does not reduce the preparer's commission. If it is not charged to the client, $40.50 is deducted from the preparer's gross commission when the return is paid.

Weekly return breakdown

Each funded return and the calculation behind your pay.
Client Funded Base Preparer Fee Advance Request $40.50 Charged Rate Gross Commission Adjustment Net Earnings
No funded returns published yet. Your return-by-return earnings will appear here after WMC Admin publishes them.
WEEKLY STATEMENT SUMMARY
Total funded preparer fees—
Gross commission—
Advance fees recovered from clients—
Unrecovered advance adjustments—
Net earnings—
Weekly figures will appear here after WMC Admin reviews and publishes the statement.
ADVANCE COST STATUS
—Advance requests
—Client fee recovered
—Preparer adjustments
Approval status does not change the charge.
PAY HISTORY

Previous weekly statements

VIEW ONLY
No previous statements published yet.
MY DOCUMENTS

Contracts & Private Files

Your signed preparer documents and onboarding records in one private location.
PRIVATE FILES
4Documents on file
3Completed
1Action needed
📄
Preparer AgreementSigned copy • compensation and advance terms
Signed
🧾
W-9Private tax document
On File
✍️
Code of ConductWMC professional standards
Accepted
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2027 Seasonal AcknowledgementReview and sign before opening week
Action Needed
DOCUMENT HISTORY

Past agreements

Prior signed versions can remain available for reference.

NEED A COPY?

Download or request help

Open a document, download the available copy, or contact WMC support if something is missing.

Resource Library

WMC APPROVED

Preparer Handbook

WMC process and expectations

Code of Conduct

Team standards

Frequently Asked Questions

Fast answers to common questions

IRS / Tax Resources

Approved references and links
CREDIT MADE SIMPLE

Credit Referral Center

Refer tax clients who need credit help and track what happens after the handoff.
PREPARER REFERRALS
REFER A CLIENT

Send a client to Credit Made Simple

The preparer submits the referral, the client receives the Credit Made Simple intake, and the referral stays tied to the preparer.

Tracked referral Client intake Status updates
1Preparer submits referralName + contact + reason
2Client gets intakeCredit monitoring + onboarding
3CMS follows upConsultation / analysis
4Preparer sees statusReferred → contacted → enrolled

New credit referral

This is the preparer-facing referral form.
PREPARER REFERRAL
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Referrals Sent

Your referrals will appear here
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Contacted

Referral updates will appear here
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Enrolled

Enrollment updates will appear here
$—

Referral Earnings

Reserved until your commission model is finalized
MY REFERRALS

Referral tracking

PREPARER VIEW
No referrals submitted yet.
REFERRAL COMMISSION

Reserved for later

FUTURE READY

The portal is already structured so you can later add a flat referral bonus or percentage-based credit commission without redesigning this section.

Support

HELP CENTER

Ask Wendy

Find forms, training, company procedures and support routes.

Open a Support Request

Submit a technical or workflow issue.

Contact Admin

Reach WMC operations.

Software Support

Help with Simple Tax Tech access and workflow.
WMC ADMIN

Admin Command Center

Company-wide oversight for preparers, return handoffs, earnings, onboarding, training and communication.
ADMIN ONLY
ACTIVE PREPARERS1513 fully onboarded
STU COMPLETION68%Team average
READY FOR REVIEW / E-FILE2Needs acknowledgement
CLIENT VOLUME206Demo season total
ATTENTION NEEDED

Today’s Admin Queue

QUICK ACTIONS

Admin tools

PREPARER MANAGEMENT

Commission Profiles

Select a preparer and update their assigned percentage for new/unpaid work.
ADMIN ONLY
Historical statements stay locked. Changing a percentage should not recalculate previously published statements.
PREPARERRATECLIENTSSTUSTATUSACTION
Preparer profiles will appear here when connected.
E-FILE HANDOFF

Returns Sent to Admin

Acknowledgement confirms receipt only. IRS status stays in the tax software.
ADMIN QUEUE
No returns are currently waiting for admin acknowledgement.
WEEKLY EARNINGS

Preparer Pay Review

ADMIN VIEW
Published preparer earnings will appear here.
ONBOARDING

Preparer Setup Status

ADMIN VIEW
Preparer onboarding status will appear here.
STU OVERSIGHT

Training Progress

PRIVATE SCORES
STU training progress will appear here.
WMC CONNECT ADMIN

Community & Announcements

ADMIN ONLY
CLIENT PROFILE

Client

STATUS
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INTAKE
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DOCUMENTS
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ASSIGNED TO
You
LATEST NOTE

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Quick actions
PRIVATE MESSAGE

Message Jo / WMC Admin

Prototype message composer. This will connect to your private WMC communication workflow.

W
ASK WENDY

WMC AI Assistant

Ready to help
Hey! I’m Wendy. 💚

I can help you find forms, training, client workflows, earnings information, software resources, and the right WMC support path.

What do you need?
Wendy can guide you through WMC resources and workflows. Tax filing decisions remain with WMC Admin and approved resources.