Completion rate
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Work & Assignment Overview
Deadlines, assignments and progress across your practice.
Due today
0Next 14 daysOverdue tasks
0Last 14 daysHigh priority
0Next 14 daysMedium priority
0Next 14 daysWIP assignments
0Next 14 daysUnassigned tasks
0Next 14 daysTeam workload
Open tasks assigned to each team member
Active Assignments
Open tasks across your practice
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TaskTagsAssigned toDuePriorityStatus
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CA subscribers
Approved practices and registrations awaiting your review
Clients
All clients of your practice
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Invoices
GST tax invoices for completed work
DSC Management
Digital signature certificates and their expiry
You get an email reminder 15, 20 or 30 days before a DSC expires (you choose for each DSC), and then every week until its expiry date is updated.
Reports
Completed tasks by team member, client and nature of task
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Activity log
Recent actions across your CA practice