Overview

Dashboard

Wednesday, November 12 — Welcome back, Alex.

Active Clients
184
+6.2%vs last month
Pending Tasks
27
+12%vs last month
Upcoming Deadlines
14
+3vs last month
Need Follow-up
9
-2vs last month
Documents Stored
2,184
+184vs last month
Messages Sent
1.6K
+18%vs last month
Avg. Response Time
2.4h
-12mvs last month
On-time Filing Rate
96%
+1.4%vs last month

Documents processed

Uploaded vs reviewed — last 7 months

Uploaded Reviewed

Service mix

Clients by service type

184
Clients
  • Tax Filing7842%
  • Bookkeeping6435%
  • Business Tax2212%
  • Payroll Tax148%
  • Audit63%

Task breakdown

Open by reminder type

35
Open
  • Tax Deadlines14
  • Follow-ups9
  • Missing Documents7
  • Status Checks5

Communication activity

Emails and SMS sent — last 7 days

Emails SMS

Quick actions

Common workflows

Recent client activity

Latest updates across your book of business

  • SJ
    Sarah Johnson uploaded Q3 Bank Statement.pdf
    12 min ago
  • MC
    Michael Chen responded to missing W-2 reminder
    32 min ago
  • AM
    Alex Morgan created task File Q4 estimated tax
    1 hr ago
  • PP
    Priya Patel approved October reconciliation
    2 hr ago
  • W
    Workflow sent reminder to James O'Connor
    3 hr ago
  • RK
    Robert Kim uploaded Audit checklist.pdf
    5 hr ago

Upcoming tax deadlines

  • 31days
    Q4 Estimated Tax Payment
    Multiple (12 clients) · Dec 15, 2025
  • 78days
    1099-NEC Filing Deadline
    Multiple (8 clients) · Jan 31, 2026
  • 16days
    Annual Report — Bright Lane Bakery
    Sarah Johnson · Nov 30, 2025
  • 67days
    Sales Tax Filing — Q4
    Carlos Mendez · Jan 20, 2026

Pending follow-ups

Open tasks
  • File Q4 estimated tax payment
    Sarah Johnson
    High
  • Follow up on missing W-2 form
    Michael Chen
    Medium
  • Review October bookkeeping reconciliation
    Priya Patel
    Medium
  • Send 1099 reminder to subcontractors
    David Williams
    High

Missing documents

  • Prior-year tax return
    Hannah Lee
    7d overdue
  • W-2 form
    Michael Chen
    5d overdue
  • Q3 bank statements
    Carlos Mendez
    3d overdue
  • Vendor invoices
    James O'Connor
    2d overdue

Communication snapshot

Emails sent
128
+18 today
SMS sent
42
+6 today
Open rate
71%
+3.2%
Replies
36
last 7d

Recent uploaded documents

Latest 6 uploads across all clients

Open documents
DocumentClientCategorySizeUploadedStatus
Form 1040 — 2024.pdf
Sarah Johnson
Tax Forms
1.2 MBToday, 10:14 AM
Reviewed
Q3 Bank Statement — Chase.pdf
Michael Chen
Bank Statements
842 KBToday, 9:02 AM
Pending Review
Vendor Invoice #4451.pdf
Priya Patel
Invoices
320 KBYesterday
Reviewed
Service Agreement 2025.pdf
David Williams
Contracts
2.1 MBYesterday
Signed
W-9 Form.pdf
Emily Rodriguez
Tax Forms
180 KB2 days ago
Reviewed
October Bank Statement.pdf
James O'Connor
Bank Statements
910 KB2 days ago
Pending Review

Active automations

Manage workflows
Document Upload Notification
Active
142 runs this month
Missing Document Reminder
Active
87 runs this month
Follow-up Reminder
Active
64 runs this month