Every job in the firm, on one board.
The client dashboard was one job. This is all of them. Every client, every accounting period, sorted into the stage it is actually at, from data requested to completed and reviewed by the partner. A partner opens it and knows, in one look, who is doing what and what is stuck.
Live firm view · jobs across every client and period · file counter built in
Eight stages. Every job in one of them.
A job is never just "in progress". It is waiting on data, ready to start, with the client on a query, back with the manager for review, or done and signed by the partner. The board sorts every job in the firm into the stage it is truly at, and the count on each tile is the live number sitting there.
- ✓Eight real stages: Data Requested, Ready to Start, In Progress, Queries with Client, Queries with Manager, Review with Manager, Review with Partner, Completed.
- ✓Click a tile and the table below filters to just those jobs. The number is the answer to "how many are stuck here?".
- ✓Real time. Move a job on and the tile it left drops by one, the tile it landed on rises by one.
click a tile to see exactly which jobs sit at that stage.
| Client Code | Company Name | Type | Period | Status | Prep | Rev | Ptnr |
|---|
Move a job. The whole board updates.
The board is not a report someone types up on a Friday. Change a job's status and everything reacts at once: the tile counts shift, the job jumps to its new stage, and anyone else looking at the firm board sees the same truth. Nobody has to ask "is this list current?".
- ✓Advance Demo Company from In Progress to Review with Manager and watch two tiles move together.
- ✓The status pill on the row changes colour with the stage, so the board reads at a glance.
- ✓Add a note against the job as you move it, so the next person knows why.
status and note in one move. the team stays in the loop.
| Code | Company | Status |
|---|
Client, period, and the three people on it.
Every job carries the facts that matter for accountability: the client and its code, the type, the exact accounting period, and the preparer, reviewer and partner assigned. No spreadsheet on the side to say who owns what. The board is the record.
- ✓Columns for Client Code, Company, Type, Period From, Period To, Status and the three roles.
- ✓Sort by code or company name. Filter by any column with the header funnels.
- ✓Preparer, Reviewer and Partner are named on every job, so responsibility is never vague.
the whole job, in one row, for whoever needs to check it.
| Code | Company | Type | From | To | Status | Prep | Rev | Ptnr |
|---|
Clear the board without losing the job.
When a period is finished, it does not need to sit on the live board any longer. Archive it in one click and it drops out of the working list into the archive, where it is still there if you need it. The board stays to the jobs that actually need attention now.
- ✓Archive a completed job with one click. It leaves the live list, nothing is deleted.
- ✓The Archive count updates, and a Clear Filter brings you back to all live jobs.
- ✓Un-archive just as easily if a period reopens. The record survives either way.
a clean board is a board people actually read.
| Code | Company | Status | Archive |
|---|
Know how many files you have left.
One file is consumed when you create an accounting period. The counter on the dashboard shows how many of your files are used and how many remain, so you can top up before you run out rather than being stopped mid-job. Fifty files, one used, forty-nine to go.
- ✓The counter reads used / total right on the board. No digging into billing to find out.
- ✓Create a new accounting period and the counter ticks up by one, so you always see it coming.
- ✓Top up before you hit zero and the firm keeps moving without interruption.
one period, one file. you always know where you stand.
Pick a client, drop into their job.
The firm board is the top of the tree. Select a client and you are into their file: their lead schedules, their status, their queries. The firm dashboard and the client dashboard are the same job at two zoom levels, the whole firm and one client, and you move between them in a click.
- ✓The Select Client picker lists every client, plus a shortcut to Add Client.
- ✓Choose one and you land on that client's dashboard, scoped to their year.
- ✓The firm board is where a partner starts the day. The client dashboard is where the work gets done.
one click from the whole firm to a single file.
A partner's first screen.
Before any single file, a partner needs the shape of the whole firm: what is waiting on clients, what is sitting for review, what is done. The firm board answers that in one look, so the day starts with a plan instead of a scramble.
The status is the schedule.
Because every job lives in a stage and the tiles are live counts, the board is also the firm's workflow. No separate planner to keep in sync. Move the work and the plan updates itself.
Two zoom levels, one job.
The firm dashboard and the client dashboard are not two products. They are the same work seen from far away and up close. Select a client on the firm board and you are inside their file, with nothing to reconcile.
The top of the tree, wired to every file.
Each stage and each job on the firm board is a doorway into a screen you have already seen.
Straight answers.
See your whole firm on one board.
Open the live demo, click a stage tile, move a job forward and watch the counts shift. Then select a client and drop straight into their file. The firm dashboard, in about ninety seconds.