📊 Executive Dashboard – CPA Firm
🧾
12
Total Active CPAs
👥
468
Total Clients Managed
✅
39
Clients Processed Today
📆
4.2
Avg Clients/CPA (7d)
📨
125
Notifications Sent Today
Clients Processed Per Day (Past 30 Days)
Clients Processed Per CPA (This Week)
Client Communication Summary
Notification TypeCount Today% of Total
Payment Reminders5040%
Document Requests3024%
Filing Confirmations3528%
General Updates108%
Client Status Distribution
In Progress Awaiting Documents Filed/Completed Past Due
Recent Issues / Alerts
CPAClientIssueDate
John D.ABC CorpMissed filing deadlineJul 4
Priya S.XYZ LLCClient unresponsiveJul 3
Top Performing CPAs
  • 1 Priya S. – 62 clients filed, 1.2d avg, 4.9★
  • 2 John D. – 59 clients filed, 1.4d avg, 4.8★
  • 3 Maria G. – 55 clients filed, 1.3d avg, 4.7★
Upcoming Deadlines & Filing Calendar
IRS: Jul 15 | State: Jul 20 | 8 clients due this week
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