Admin · staging

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📂 Clients › —

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Type to search across every client

🏠 Home Dashboard 📰Today 📋My queue0 ✉️Mail—

Action queues

🔥Overdue0 🚫Blocked0 🧮Reconcile queue0 📒Approve closes0 💬Messages0 📄Doc requests0 📊CPA imports0 💰Payroll imports0

Clients ▾

👥All clients0 ✓Active0 ⚡Onboarding0 🌱Leads0 ⏸Paused0 📦Churned +Create client profile ✉Invite queue— ↗Quick invite (no profile)

Operations ▸

📅Monthly closes 🏛Sales tax calendar 💼Vendors & 1099s 💵Payroll imports 🔁CPA migrations

Feedback inbox ▸

⚡Open— 🔧In progress— ✓Done

Insights ▸

📈Firm dashboard 💹Revenue & MRR 📊Client growth ⚖Capacity load ⏱Activity feed

Admin ▸

⚙Settings 📜Audit log ↪Sign out

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Tier

Clients

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Queue

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← All clients

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Invite a client

Fill in what you know about them from the meeting. We'll create their profile and email them a link to finish setting up their portal account.

Business name *

Industry

Suggested tier

Primary contact name *

Email * (invite goes here)

Phone

How did you meet them?

Notes (private, staff-only)

Ask the client

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Close period

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Period start

Period end

Notes (optional)

Attach receipt

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🧾

Drop receipt image here

JPEG / PNG / HEIC · up to 8 MB · we'll read merchant + amount automatically

Cancelled check

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Front

Drop image or click to upload Replace

Back (endorsement)

Drop image or click to upload Replace

Check # Payee Memo

New adjusting journal entry

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Effective date

Memo

Account / category

Debit

Credit

Debits: $0.00 Credits: $0.00

Create client profile

Fill in everything you know — anything you skip the client can complete in their portal. Onboarding workflow auto-starts unless you mark status as Active.

Confirm with password

Re-enter your password to apply this change. The confirmation lasts 5 minutes.

Edit client profile

Saving requires re-entering your password. Every change is logged with your name and timestamp.

Grant access

Pick a staff member and access level. Re-auth required to save.

Edit document metadata

Type of statement Bank Account holder

Last 4 Period

⚡ Notes for Danny

Fixes, ideas, requests — he gets a triaged inbox.

Hi! Type anything — a bug, a fix idea, a new feature, a UX confusion. I'll route it to Danny with a priority tag so he can act on the most urgent stuff first. The more specific you are (which page, what you tried, what you expected), the faster the fix.

Press ⌘/Ctrl + Enter to send