Dashboard overview

Your dashboard is the first thing you see when you log in. It gives you a quick snapshot of what needs attention right now.

What you’ll see on the dashboard

If you haven’t added any clients yet, the dashboard greets you with a banner that says “You don’t have clients yet” and a Get Started button that takes you straight to the Add Client page. Once you have at least one client, this banner goes away — that’s how you know your account is up and running.

Upload CSV Expenses

A list of your clients with their connected bank accounts. Each bank shows the status of its statement workflow so you can see what still needs work. Use the Filter by status controls at the top to narrow the list to just what you care about, plus a Clear Filter button to reset.

The two main statuses you’ll work with:

Pending files — bank statements waiting to be uploaded or processed
In Progress — statements currently being reviewed or classified

Click any bank to jump straight into the corresponding step of the Entry Workflow.

Tax Files Status

A summary of tax-document progress shown as progress bars with icons, percentages, and counts. It’s a quick way to see how the tax season is moving along across your book of clients.

My pending tax files

A focused table of the tax files that need your attention. The columns are:

Status
Office / Year
Client
Phone / Email
Options — quick actions for that file

The table shows up to 5 rows by default; use Show More / Show Less to expand or collapse it.

Announcements and feedback

From time to time, you’ll see a What’s New modal with a recent product announcement, or a short feedback survey. These pop up over the dashboard — close them to keep working, or take a minute to read or respond. They don’t affect your data either way.

Tips for using your dashboard