Multi-Client Dashboard for CPAs
An intelligent dashboard which allows the CPAs to view the numbers associated with all their clients in a single view so that work becomes quicker, simpler, and crystal-clear to them- magic to an accountant.
Smart Client Data Unification
Smart Client Data Unification will gather details about all of your clients into a single transparent dashboard, allowing CPAs to work quicker, have smarter thoughts and make decisions with no keys left unlocked.
Multi-Client Data Integration
Unites all the clients in one location.
Real-Time Data Sync
Update Automatically as ever the client’s numbers change.
Centralized Dashboard View
Displays in detail all the clients on a single clear display.
Customizable Filters & Views
Allows you to view precisely what you require, quickly.
AI-Powered Insights
Obtain trends and concepts that you may have overlooked.
Data Security & Compliance
Maintains information about the clients and regulations adhered to.
Export & Reporting Tools
Generates easy reports for one or all clients.
Deadlines, Flags, and Workload—All in Sight
All in Sight Deadlines, Flags, and Workload keeps CPAs up to date on everything that is important, displaying it all in a single location so nothing falls through the cracks and all tasks are accomplished correctly.
Comprehensive Task Overview
View all your tasks in a collection in a clear view.
Deadline Tracking
Forget an appointment or client meeting.
Workload Balancing
Assign work to eliminate the feeling of being overworked by one person.
Priority Filtering
Give priority attention to what is important at this moment.
Progress Monitoring
Ease of viewing tasks being checked off from start to finish.
Team Collaboration Tools
Collaborate harmoniously and accomplish tasks faster.
Status-Driven Client Dashboard
Status-Driven Client Dashboard allows CPAs to monitor the health of every client in real time using easy colors and tiles and act quickly and be organized so that nothing goes wrong.
1.
Client Tiles View
Shows individual client in a locked-down tile.
2.
Color-Coded Status Indicators
The health of the client with the help of colors.
3.
Real-Time Status Update
It updates based on any change in real-time to enable the right decision-making.
4.
Health Metrics Overview
The metrics summary displays important KPIs such as deadlines, workload, and alerts.
5.
Customizable Color Rules
Set up your own health status notifications and alerts
6.
Search and Filtering
Easy selection of clients or client statuses
