Staff
Who is assigned to which clients, and how much work each person is carrying.
Demo Data
DA
Dara
Senior Accountant
Assigned Clients
14
Open Tasks
9
Completed
128
Review Queue
5
SO
Sokha
Tax Associate
Assigned Clients
12
Open Tasks
16
Completed
96
Review Queue
2
LI
Lina
Bookkeeper
Assigned Clients
12
Open Tasks
16
Completed
74
Review Queue
0
Roles
Permissions follow the role each person holds in the firm.
OwnerManagerAccountantBookkeeperReviewerTax Preparer