FirmDash gives you the ability to see a great deal of client information, and perform actions related to your clients, from the palm of your hand.
Account Overview
From the left-hand menu, navigate to the Accounts page.
Use the search bar or scroll to locate a specific Account by name or other criteria.
Select the desired Account to open its details.
Within the Account, you can access the following sections:
Overview showing Account details
Contacts - related Contacts belonging to the Account
Files - Any Files associated with the Account
Payroll (for non-1040/Individual Accounts)
Contact Overview
From the left-hand menu, select Contacts.
Use the search bar or scroll to find a specific Contact record.
Each Contact record includes the following information:
Overview showing Contact details
Files - Any Files associated with the Contact
Accounts - related Accounts that the Contact belongs to
Tasks - Tasks assigned to the Contact in Open, Pending, or Archived status
Messages - Any Message threads that the Contact was a recipient of