Client dashboard
A single operating view of document requests, review progress, secure messages, and recent client activity.
Request completion67%
Priority documents
Items requiring action appear first.
Contractor and 1099 recordsContractor names, payments, and completed tax forms · Requested Aug 2
Needed
Major business expense recordsEquipment, insurance, rent, and professional services · Requested Aug 2
Needed
Payroll summary reportspayroll-q1-q2.pdf · Uploaded Aug 4
Received
Year-to-date profit and loss2026-ytd-profit-loss.pdf · Opened by advisor Aug 4
Under review
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Recent activity
A visible history reduces calls and uncertainty.
Payroll summary receivedToday, 9:42 AM
Profit and loss moved to reviewToday, 8:15 AM
Document request openedAugust 2, 4:30 PM
Ready for advisor review?Newly received files move into the staff review queue together.
Two items are still needed before this document request is complete.