Total Clients
248
12% from last month
Upcoming Appointments
14
3 today
Documents Pending
32
5 urgent
Revenue This Month
$24,580
18% from last month
Recent Clients
| Client | Tax Type | Status | Last Contact | Action |
|---|---|---|---|---|
|
JD
John Doe
john@example.com
|
Personal | Active | 2 days ago | |
|
AS
Acme Solutions
contact@acme.com
|
Corporate | Pending | 1 week ago | |
|
MJ
Mary Johnson
mary.j@example.com
|
Estate | Overdue | 3 weeks ago |
Upcoming Tasks
Tax Return for John Doe
Due: Apr 15, 2023
Assigned to you
75% complete
3 of 4 docs
Quarterly Review - Acme
Due: Apr 20, 2023
Assigned to team
30% complete
1 of 3 docs
Tax Planning Session
Due: Apr 22, 2023
Assigned to you
10% complete
0 of 2 docs
Appointment Calendar
Upcoming Tax Deadlines
Personal Tax Returns
April 18, 2023
5 days remaining
Q1 Estimated Payments
April 25, 2023
12 days remaining
Corporate Tax Returns
May 15, 2023
32 days remaining
Q2 Estimated Payments
June 15, 2023
63 days remaining
