Dashboard

Dashboard for your practice

Even though we have Kanban and list mode to monitor your workload.

Features Include

Birds eye view

As the owner of the business you want to be able to see how every aspect of the business is performing.

Cleaner Look

Every user can tailor their dashboard. If there are widgets that don’t concern that member of staff, simply remove them. Also widgets can be ‘drag and dropped’ around the page, depending on priority.

Add a widget

Widgets can be added under setting and service groups. You can collate relevant services or itemise them into individual widgets, the choice is yours!

One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀

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