The practice dashboard
Overview for accountants — clients needing attention, plan usage, and quick links into common tasks.
The practice dashboard at /practice is your accountant landing page. It highlights clients that need work and any setup steps still open on your practice.
Sections
- Client setup checklist — for the client you're currently focused on, tracks the "Add receipts / Set mileage / Export CSV" steps and shows a reminder if any are outstanding.
- Recent client activity — the last approvals raised, receipts added and exports run across all your clients.
- Plan usage — client slots used and remaining, with a direct upgrade link if you're at cap.
- Quick actions — Invite client, Create client, Open exports, Templates.