Dashboard Overview

🔍
🔔 5
📧 12
⚠️ 3
Total Clients
👥
247
+12 this month
Active Projects
📊
89
+5 this week
Pending Reviews
📋
23
Due this week
Overdue Items
⚠️
7
Requires attention
Monthly Revenue
💰
$185K
+15% vs last month
Client Growth Trend
Monthly new client acquisitions
📈 Client Growth Chart
Revenue by Service
Tax, Bookkeeping, Payroll breakdown
🥧 Revenue Distribution Chart
Recent Client Activity
Client Activity Status Priority Due Date Actions
AM

ABC Manufacturing

EIN: 12-3456789

 Tax Document Upload Pending Review High Jan 25, 2025
TR

Tech Solutions Inc

EIN: 98-7654321

 Quarterly Bookkeeping In Progress Medium Jan 31, 2025
RS

Retail Store LLC

EIN: 55-1122334

 Payroll Processing Complete Low Completed
Service Type
Status
Priority
Assigned To
Client Portfolio (247 clients)
Client Information Services Status Last Activity Revenue YTD Assigned CPA Actions
AM

ABC Manufacturing LLC

Manufacturing • Est. 2018

EIN: 12-3456789

 Tax, Bookkeeping, Payroll Active 2 hours ago $45,600 Sarah Johnson
TS

Tech Solutions Inc

Technology • Est. 2020

EIN: 98-7654321

 Tax, Advisory Pending Review 1 day ago $32,400 Mike Chen
GC

Green Consulting Group

Professional Services • Est. 2019

EIN: 77-8899001

 Tax, Bookkeeping Overdue 1 week ago $28,900 Lisa Park
RP

Retail Plus LLC

Retail • Est. 2017

EIN: 44-5566778

 Tax, Payroll Year Complete 3 days ago $38,200 Sarah Johnson
AM

ABC Manufacturing LLC

Manufacturing Company • Est. 2018

EIN: 12-3456789 • ID: CLT-001

Contact: Alex Johnson • alex@abcmfg.com • (555) 123-4567

Current Year Revenue
💰
$1.2M
+18% vs 2023
Tax Compliance
📊
85%
Complete for 2024
Outstanding Tasks
✅
3
2 due this week
Account Health
❤️
Good
All current
Document Review Queue

12 documents pending review

📄
2024_Q4_Bank_Statements.pdf
Uploaded by Alex Johnson (ABC Manufacturing) • 2 hours ago • 2.4 MB
Tax Document Q4 2024 High Priority
📊
Payroll_Summary_December.xlsx
Uploaded by Lisa Chen (Tech Solutions) • 4 hours ago • 1.8 MB
Payroll December 2024 Medium Priority
🏦
Equipment_Purchase_Receipts.zip
Uploaded by Mark Rodriguez (Green Consulting) • 1 day ago • 5.2 MB
Depreciation Equipment Low Priority
💳
Credit_Card_Statements_2024.pdf
Uploaded by Jennifer Park (Retail Plus) • 2 days ago • 3.1 MB
Expense Records Full Year Medium Priority
Document Requests

Send document requests to clients

Client Requested Documents Status Due Date Actions
AM

ABC Manufacturing

 Year-end P&L Statement, Depreciation Schedule Pending Jan 30, 2025
GC

Green Consulting

 1099 Forms, Contract Revenue Documentation Overdue Jan 20, 2025
To Do
8
Review ABC Manufacturing Q4 Documents
High
Review and process quarterly financial documents for tax preparation.
SJ
Sarah Johnson
Due: Jan 25
Prepare Tech Solutions Tax Return
Medium
Complete 2024 corporate tax return preparation and review.
MC
Mike Chen
Due: Feb 1
Follow up on Green Consulting Documents
High
Client has not submitted required 1099 documentation.
LP
Lisa Park
Overdue
In Progress
5
Retail Plus Payroll Processing
Medium
Process bi-weekly payroll for 15 employees.
SJ
Sarah Johnson
50% Complete
Manufacturing Corp Bookkeeping
Low
Monthly reconciliation and financial statement preparation.
MC
Mike Chen
75% Complete
Review
3
Service Corp Tax Return
Medium
Completed tax return awaiting senior review and client approval.
LP
Lisa Park
Ready for Review
Completed
12
Consulting Group Year-End Close
Complete
Completed year-end financial statements and tax preparation.
SJ
Sarah Johnson
Completed Jan 15
Small Business Quarterly Filing
Complete
Q4 2024 quarterly tax filing and payment processing.
MC
Mike Chen
Completed Jan 12
AJ

Alex Johnson

ABC Manufacturing • 2 hours ago

LC

Lisa Chen

Tech Solutions • 4 hours ago

MR

Mark Rodriguez

Green Consulting • 1 day ago

JP

Jennifer Park

Retail Plus • 2 days ago

AJ

Alex Johnson

ABC Manufacturing LLC

AJ
Hi Sarah, I've uploaded the December bank statements and the year-end P&L report. Let me know if you need anything else for the tax filing.
Today, 10:30 AM
Perfect! I received both documents. I'm reviewing them now. I noticed there might be some additional deductions we can claim for the new equipment purchases. Can we schedule a call this week to discuss?
Today, 11:15 AM
SJ
AJ
That sounds great! I'm available Thursday afternoon or Friday morning. What works better for you?
Today, 11:20 AM
Thursday at 2 PM works perfect. I'll send you a calendar invite. Also, do you have the depreciation schedule for the equipment? We'll need that for the tax return.
Today, 2:45 PM
SJ
Firm Revenue Trend
Monthly revenue performance
📈 Revenue Trend Chart
Client Acquisition
New clients by month
📊 Client Growth Chart
Service Mix Analysis
Revenue by service type
🥧 Service Revenue Distribution
Staff Productivity
Tasks completed by team member
📊 Productivity Metrics
Top Performing Clients (Revenue)
Rank Client Services YTD Revenue Growth Profit Margin
1
AM

ABC Manufacturing

 Tax, Bookkeeping, Payroll $45,600 +18% 68%
2
RP

Retail Plus

 Tax, Payroll $38,200 +12% 72%
3
TS

Tech Solutions

 Tax, Advisory $32,400 +25% 75%

Tax Workflow Management

Advanced tax preparation workflow and status tracking system...

Deadline Management

Comprehensive deadline tracking and alert system...

Appointment Scheduling

Client appointment management and calendar integration...

Billing & Revenue Management

Invoice generation, payment tracking, and revenue analytics...

Team Management

Staff assignments, workload distribution, and performance tracking...

System Settings

Firm configuration, user management, and system preferences...