Compliance Tracker
Managing active tasks across all modules.
| Task Details | Client | Module | Assignee | Due Date | Status | Priority |
|---|
Visual Workflow
Drag and drop tasks to update status.
Client Portfolio
Managing active clients and entities.
Deadline Calendar
Tracking statutory compliance deadlines and blocked dates across the workspace.
Upcoming Dates
Analytics & Performance
Live team productivity, module mix, overdue risk, and billed contribution.
Task Aging
Module Mix
Team Snapshot
Workload Trend
Top Performers
User Performance
| Member | Role | Assigned | Completed | Open | Overdue | Rate | Billed |
|---|
Recent Overdue
| Client | Module | Days |
|---|
Quotations
Create draft quotations, review commercial terms, and send them to clients before billing begins.
Client Quick Start
Start a draft from an existing clientQuotation Register
Drafts, sent quotations, and printable previews| Quotation | Client | Valid Until | Total | Status | Actions |
|---|---|---|---|---|---|
| Loading quotations... | |||||
Billing & Invoices
Generate invoices once a client’s work is fully completed.
Billing Ready Clients
Auto-calculated from completed tasksInvoice Register
Drafts, sent invoices, and printable previews| Invoice | Client | Period | Total | Status | Actions |
|---|---|---|---|---|---|
| Loading invoices... | |||||
Activity Feed
Stay updated on task changes and upcoming deadlines.
Recent Notifications
Filter by Type
Team Management
Track your staff, roles, and assignment capacity.
| Member | Role | Assigned | Status | Last Login | Actions |
|---|---|---|---|---|---|
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Workspace Control
Create tenant workspaces, manage tenant admins, and review platform activity from a dedicated Super Admin area.
System Configuration
Manage your profile, modules, billing defaults, recurring templates, and device readiness from one cleaner workspace.
Profile & Firm Details
Keep your account information and contact details current.
Recurring Task Templates
Review reusable schedules and quickly enable or pause them.
PWA & Offline Info
Check install support, offline readiness, and device compatibility.
Push Notifications
Control browser notification permission and app-level alert delivery for this device.
Security Controls
Password and sign-in protection settings for the current user.
Access Restricted
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