Good morning, Zack
Here's what you need to do today — in order. Work top to bottom. On each item, the agents do the heavy lifting — chasing clients, sorting docs, prepping returns — so you just review and go.
Good morning, Jami
Firm health at a glance. Everything your staff sees, plus how the firm is running today.
Staff completion — today
liveClient email sentiment
last 7 days2 clients trending negative — flagged to the inbox. Tone-watch agent is monitoring 138 threads.
Tasks completed · this week
by dayWorkload by service tier
open tasksTax Pipeline
Every 1040 follows the same path. Cards are ordered by deadline, then tier.
The path
Returns in progress
Document Collector
The doc-gathering agent runs the same 5-stage workflow for every client — collect, chase, organize, pre-fill, flag.
Organizer roster — needs attention
Drafts awaiting your approval
3Bookkeeping & Recon
Per-entity monthly close. Reconciled to the penny, vendors researched, only true client questions surfaced.
Tax Planning
Browse the planning book of business. Pick a client to see their project status and the reports the Tax Planning agent produced — the YoY workbook and the Accountant Review Memo.
Planning clients
—Inbox
Read, reply, and send — right here. Drafts come back in your voice. The agent learns your VIP clients over time and flags them. You never need to open Gmail.
Client Messages
Chats from TaxDome and Posts from Qount, all in one place. Penny drafts every reply in a warm, personable voice — review and send.
Payroll
Tara's run-list, built automatically across all 7 payroll cadences. One button takes you straight into OnPay.
12 clients need payroll run today
Pulled from every weekly / bi-weekly / 15th / 30th / monthly cadence. Cutoff is 2:00 PM for Friday deposit.
Who runs today
Team & Tasks
Who's doing what, and how the firm is keeping up. Owners and Jan only.
Staff workload
—Integrations
Connected systems. QuickBooks and Granola were removed — financials are out, Fathom covers meeting notes.