Reports
Portfolio performance for September 2026.
Demo DataIn Development
Clients Filed On Time
22 of 24
Average Days to File
6.4
Documents Outstanding
13
Reviews Completed
31
Workload by staff member
Open and completed tasks this period.
| Staff | Role | Clients | Open | Completed |
|---|---|---|---|---|
| Dara | Senior Accountant | 14 | 9 | 128 |
| Sokha | Tax Associate | 12 | 16 | 96 |
| Lina | Bookkeeper | 12 | 16 | 74 |
Demo data only. Advanced firm reporting is in development.