Firm Dashboard
The Dashboard is the first screen you see after logging in. It provides a real-time, prioritised view of all outstanding work across the firm — surfacing HMRC notices, VAT issues, compliance deadlines, and missing client documents into a single command centre.
The Dashboard is accessible to Admin and Accountant roles only. Client Contacts see an access-denied screen on this page.
KPI Cards
Four key performance indicators are displayed at the top of the Dashboard, each with a live progress indicator:
| KPI | Description | Colour |
|---|---|---|
| HMRC Notices | Total active enquiry cases logged. Sub-figure shows how many are awaiting review. | Amber when active, Green when clear |
| VAT Reconciliation | Total variance flags detected across all VAT reconciliation runs. | Red when issues exist, Green when clear |
| Deadlines | Count of compliance deadlines not yet completed. Sub-figure shows completed this month. | Red when pending, Green when clear |
| Missing Records | Count of client document slots where supporting files have not yet been uploaded. | Amber when outstanding, Green when complete |
Priority Work Queue
The Priority Work Queue table surfaces the highest-impact items requiring attention across the firm. Items appear here based on automatic priority scoring:
- High — HMRC notices awaiting draft, VAT mismatches with risk flags, overdue deadlines.
- Medium — Deadlines approaching within 7 days, management commentary awaiting approval.
- Low — Standard operational items.
Each row shows: Priority badge, Client name, Workflow area, Issue description, Due date, and a direct action link to the relevant module.
Click View all to open the full Review Queue.
Awaiting Approval Panel
This panel shows the most recent items requiring formal accountant sign-off before they can be filed or delivered:
- HMRC Notice Drafts — AI replies ready for review.
- VAT Mismatch Reviews — Reconciliation runs with active risk flags.
- Overdue Deadlines — Items already past their due date.
Click any item in this panel to navigate directly to the relevant module and take action.
Integration Health Panel
This panel lists clients who do not currently have an active Xero or QuickBooks bookkeeping integration connected. Clients without an active integration cannot have their bookkeeping data fetched for VAT reconciliation or management accounts commentary.
Click a client name to navigate to their client profile and initiate an integration connection.
Module Quick Links
Five shortcut cards at the bottom of the Dashboard provide instant access to the main operational modules, each displaying its current live count:
| Module | Live Count Displayed |
|---|---|
| HMRC Enquiries | Active cases and pending reviews |
| VAT MTD | Total VAT mismatch flags |
| Compliance Calendar | Deadlines due this week |
| Client Records | Outstanding document requests |
| Management Accounts | Reports ready for review |
First-Time Setup
If you have just registered the firm and have not yet added any clients, a Setup Instructions Modal will appear automatically on first login. This walks you through the initial onboarding steps. You can dismiss it and access it again later from the settings area, or click Never Show Again to permanently disable it.