Status by client
Every client for the period: preparing, needs documents, has mismatches, or ready for review. Filter by partner, manager or filing type.
Practice Engine / Firm Dashboard
The whole client list on one screen, sorted by what needs a partner today.
Status by client for the current period, a deadline calendar built from each client’s filing profile, and staff workload, so the partner sees where the month is before anyone sends a status update.
Firm dashboardClientOwnerGSTR-1GSTR-3B
Kashi Handloom ExportsPriyaReadyReady
Vishwanath FabricatorsRohitReadyMismatch
Assi Ghat Cafe LLPPriyaDocs pendingDocs pending
Durga Pharma DistributorsAnilReadyPreparing
Sarnath Dental ClinicRohitReadyReady
October deadlines
- 07 TDS deposit for September
- 11 GSTR-1, monthly filers
- 13 IFF and GSTR-1 for QRMP, if applicable
- 20 GSTR-3B, monthly filers
Staff load this week
Priya82%
Rohit64%
Anil91%
Capabilities
What Firm Dashboard handles
Deadline calendar
GSTR-1, GSTR-3B, IFF and TDS dates driven by each client’s profile, with the clients at risk against each date.
Staff workload
Open items and review batches per team member, so work can be moved before someone is overloaded in the last week.
Review order
Clients ready for review are ordered by deadline and value at stake. The partner can start at the top and work down.
Month over month
See how early each client reached ready compared with previous months, and which clients consistently arrive late.
Exports for your records
Status and working papers can be exported per client for your files and for internal review.
Workflow
How a partner uses it
- 01
Morning view
Open the dashboard and see how many clients are ready, waiting or flagged for this period.
- 02
Assign
Move clients or review batches between staff based on load and deadlines.
- 03
Review
Work through ready clients in order, approving or sending back with notes.
- 04
Close
Mark the period complete once filings are done, and the next month’s cycle opens.
In detail
What each status means
Where the professional stays in charge
The dashboard reports status. Priorities, assignments and sign-off are set by people at your firm, and every approval is recorded against the person who gave it.
| Status | Meaning | Who acts |
|---|---|---|
| Preparing | Documents arriving and being coded | The engine and assigned staff |
| Needs documents | Checklist items or referenced documents missing | Staff, via drafted client requests |
| Has mismatches | Reconciliation found items that need a decision | Reviewer or manager |
| Ready for review | Books coded, reconciled, drafts prepared | Partner or reviewing CA |
| Approved | Signed off by the reviewer, ready for your filing | Your firm files |
Questions
Asked by firms evaluating this module
Can managers see only their own clients?
Yes. Visibility follows role and assignment. Partners see the whole firm, managers see their teams, and staff see the clients assigned to them.
Does it include non-GST deadlines?
The calendar covers GST and TDS dates tied to the bookkeeping cycle. Other compliance dates can be added as custom reminders per client.
Can we see which reviewer approved what?
Every approval shows the reviewer, the time and any note. The same record is kept in the audit trail.
Is there a view for multiple offices?
Firms on the Network plan can view status across offices or branch by branch, with access controlled per office.
Practice Engine
Works with the rest of the engine
Review slip · awaiting approval
Your client list, prepared and waiting for one signature.
Bring a month of real documents from two or three clients. We will run them through the engine with you and show you the review queue they produce.