How many filings are overdue? Who's got capacity this week? Which clients haven't sent their documents? Your dashboard answers every question before you ask it — real-time KPIs, team metrics, and urgency buckets that keep your firm running.
Visual Dashboard
148
Active Filings
+12 this week12
Overdue
Needs attention23
Due This Week
Trending up89
Completed
+8 this weekReal-time metrics that answer every question before you ask it.
How It Works
The dashboard is your landing page. Urgency buckets show what needs attention now. Period pipeline shows what's coming.
Click any metric to see the underlying data. Overdue count → list of overdue filings. Team capacity → individual workloads.
Each user sees their own view. Admins see firm-wide KPIs. Staff see their assigned work. Widgets configurable per role.
Feature Deep Dive
Every widget and metric designed around real CPA firm operations.
Filings grouped by urgency: Overdue (red), Due This Week (orange), Due This Month (yellow), On Track (green). Click to drill down.
See filings completed per staff member, in-progress counts, and weekly velocity. Identify who's overloaded and who has capacity.
Visual pipeline of filings by period: Q1, Q2, Q3, Q4, Annual. See how your firm's workload flows through the year.
Quick counts: Total Active Filings, Completed This Month, Overdue, Expiring Soon. Color-coded trend indicators.
Pending signatures, overdue requests, completed this month, declined. Track your signing pipeline alongside filings.
Latest actions across the firm: filings updated, documents uploaded, reminders sent, clients added. Chronological timeline.
Add, remove, and rearrange dashboard widgets. Choose what matters most to your role. Saved per user.
Filter dashboard by filing type, staff member, date range, or client group. See exactly the slice of data you need.
Your dashboard shows every KPI, every team metric, and every urgency bucket in real time. Request a demo and see how it transforms your practice.