Practice Dashboard

Overview of client activity and document status.

Upload Documents

Active Clients

4

Awaiting Approval

2

Awaiting Signature

4

Overdue

1

Completion Rate

78%

Recent Uploads
Documents recently shared with clients
View all

Annual Accounts 2023-24.pdf

Graphite IT • Annual Accounts

awaiting approval

Corporation Tax Return CT600.pdf

Graphite IT • Tax Returns

awaiting signature

VAT Return Q4 2023.pdf

Graphite IT • VAT

completed
Clients Needing Attention
Clients with outstanding documents
Manage clients

Graphite IT

James Murphy

3 pending

GreenEnergy Solutions

David Williams

1 pending

Construction UK Ltd

Michael Davis

2 pending
Recent Activity
Latest actions across all clients

Document uploaded

25 Mar

Annual Accounts 2023-24 for TechVentures Ltd

by Sarah Mitchell

Document approved

12 Mar

VAT Return Q4 by John Smith

Document signed

22 Mar

Payroll Summary by David Williams

Reminder sent

25 Mar

Overdue signature for Construction UK Ltd

Checklists
View all
Items awaiting sign-off

Year End 2023-24

Graphite IT

1 to sign off

Corporation Tax 2023-24

Graphite IT

1 to sign off

New Client Onboarding

GreenEnergy Solutions

1 to sign off
Reminder Queue
Upcoming automated reminders

Annual Accounts 2023-24.pdf

Graphite IT • approval

Scheduled: 3 Apr

Corporation Tax Return CT600.pdf

Graphite IT • signature

Scheduled: 31 Mar

Self Assessment 2022-23.pdf

Construction UK Ltd • signature

Scheduled: 29 Mar

This Month
Documents Completed12 / 15
Avg. Turnaround3.5 days