Chapter 4: Sidebar Navigation and Settings

The sidebar, located on the left side of the screen, provides quick access to all major features of the Tax Plan Generator. It remains visible on every page for easy navigation.

• K Logo (Top): Clicking this logo will take you back to the main Uncle Kam application dashboard.
• Home Icon: Navigates to the Tax Plan Generator homepage, where you can start a new tax plan.
• List Icon: Opens the Tax Plan History page, where you can view and manage all the tax plans you have created.
• Shield Icon (Admin Only): This icon is only visible to admin users. It opens the Admin: Tax Plan History page, which provides a global view of all tax plans across the entire platform.
• Question Mark Icon: Opens the Help & Documentation center, where you can find guides, tutorials, and support resources.
• Settings Icon: Takes you to the Settings page, where you can customize your account, preferences, and report branding.

• Dark/Light Mode Toggle: Switch between dark and light themes for the application interface.
• User Profile Icon: Opens a dropdown menu with options to view your profile, manage your subscription, and log out.

The Settings page allows you to customize your experience and the branding of your client-facing reports. It is divided into several sections:

This section allows you to update your personal information:

• First Name and Last Name: Your name as it appears in the application.
• Email Address: Your login email.
• Phone Number: Your contact phone number.

Personalize your tax plan reports by uploading your company logo. This logo will appear on the cover page of all generated PDF reports.

• Recommended Size: 200x200px
• Supported Formats: PNG, JPG, SVG

Customize the color scheme of your reports and the application interface to match your brand. You can select colors for:

• Primary, Secondary, and Accent: Main brand colors.
• Background and Text: Colors for the report background and text.
• Preview Report: Click this button to see how your color selections will look on a sample report.
• Reset: Restores the default color palette.

Tailor the content of your PDF reports:

• Report Header Text: Customize the main title of your reports.
• Report Footer Text: Add a custom footer, such as a confidentiality notice or your company slogan.
• Show Logo, Show Date, Page Numbers: Use these toggles to include or exclude these elements from your reports.

Set your personal preferences for the application:

• Timezone: Choose your local timezone to ensure all dates and times are displayed correctly.
• Language: Select your preferred language for the application interface.

Manage how you receive notifications from the application:

• Email Notifications: Receive updates via email.
• Browser Notifications: Get desktop pop-up notifications.
• Plan Updates: Be notified when your tax plans are ready.
• Newsletter: Subscribe to receive tax tips and updates.

Manage your account security:

• Change Password: Update your login password.
• Two-Factor Authentication (2FA): Enable 2FA for an extra layer of security.
• Active Sessions: View and manage all devices that are currently logged into your account.

Admin: Tax Plan History

This page, accessible via the Shield icon, provides a comprehensive overview of all tax plan activity across the platform. It is designed for administrative oversight and management.

Key Features:

• Dashboard: Shows high-level metrics such as Total Plans, Active Plans, Deleted Plans, and Total Users.
• Filters & Search: Powerful tools to find specific plans:
  • Search by client name or email.
  • Filter by plan status (e.g., draft, completed).
  • Filter by user.
  • Select a date range.
• Plan List: A detailed list of all tax plans, showing the preparer, client, creation date, and status.

This guide has walked you through the sidebar navigation and the comprehensive settings available in the Uncle Kam Advanced Tax Plan Generator. You now know how to navigate the application using the sidebar, customize your account and report branding in the Settings, and understand the admin-only features for platform oversight.