Dashboard Overview

Total Saved (YTD)

$24,500
+18% from last year

Active Projects

7
2 completed this month

Documents

42
5 uploaded this week

Next Deadline

12 Days
Q3 Tax Filing Due

Revenue vs Expenses

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Recent Messages

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  • Sarah

    Sarah Mitchell

    Your Q3 tax documents are ready for review. Please check the portal and let me know if you have any questions.

    2h ago
  • Robert

    Robert Fairfield

    Great news! We found an additional $3,200 in deductions for your business this quarter.

    5h ago
  • David

    David Chen

    The audit report for 2024 has been finalized and uploaded to your documents folder.

    1d ago

Active Projects

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  • Q3 Tax Preparation 2025

    Due: Oct 15, 2025

    In Progress

  • Monthly Bookkeeping - August

    Due: Sep 5, 2025

    Complete

  • Payroll Processing - September

    Due: Sep 30, 2025

    In Progress

  • Annual Audit Review

    Due: Dec 31, 2025

    Pending

Recent Activity

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  • Sarah Mitchell uploaded Q3 tax documents

    2 hours ago

  • You sent a message about deduction questions

    5 hours ago

  • David Chen completed August bookkeeping

    Yesterday

  • Amanda Rodriguez scheduled advisory call

    2 days ago

  • System generated monthly financial report

    3 days ago

Recent Documents

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Document Type Date Size Action
Q3_Tax_Return_2025.pdf
Tax Return Aug 28, 2025 2.4 MB
August_Bookkeeping.xlsx
Spreadsheet Aug 25, 2025 1.1 MB
Invoice_2025_08.pdf
Invoice Aug 20, 2025 0.8 MB
Financial_Forecast_Q4.pdf
Report Aug 15, 2025 3.2 MB
Engagement_Letter_2025.pdf
Contract Jul 30, 2025 1.5 MB