Unified Client View eliminating discrepancies or miscommunication
Single-point of entry to all client details for all stakeholders
Integrated communication between clients and team member(s) assigned to client
Year-wise repository of all tax filing documents and returns
Personalized notes per stakeholder for a client
To-do items to keep everyone 'honest'
How to use?
Client Dashboard provides a single window into all the client details
The details include: Client specifc notes, Todo List and Active Engagements
Includes tabs for communication, documents, tax filing status, businesses, invoices and projects
This same view and details are available for all stakeholders
Client Dashboard can be navigated through multiple screens by clicking on the client name
Manage ‘value-add’ services like bookkeeping, payroll, sales-tax, and tax services for the client’s business
Manage client businesses
Provide and track additional business services
Automated reminders / to-do for business services
How to use?
Navigate to Client Dashboard > Business Tab > Add a new Business
Add business details: Business name, business type, state incorporated and date of incorporation
Select the add-on services (book keeping, payroll, sales tax and tax planning) for the business
For each of the selected services, select the frequency and appropriate details
This will create the templates to remind the tax office to provide the services at regular intervals
