Workspace Overview
Synthetic demo
Interactive mockup · fictional clients only. Person switching is a preview, not login. Changes reset on refresh; no emails, payments or QBO connections.
YOUR FIRM, IN VIEW

Good morning, Cassie.

From the first conversation to the final report. Here’s what needs you today.

Nov 5, 2026 EASTERN

Today’s action list

Needs attention

Approval ≠ report delivery

Separate milestones

Approved work stays on your radar until someone records that the right report version was sent in Gmail.

02Begin close05Submit for review07Send reports

Eastern time · weekends/observed federal holidays move deadlines to the next business day. Owner overrides shown per client.

Client overview

6
October 2026
CLIENTSTATUSPROGRESSASSIGNED TODUE DATEOpen workspace
In ProgressBlocked
3/11
KKatie + SamNov 6
Ready for Review
11/11
KKatieNov 9
In Progress
3/11
SSamNov 9
Changes Requested
6/11
KKatieNov 10
Not Started
0/11
SSamNov 12
Closed
11/11
KKatieNov 4
6 clients · All team members Fictional data
Thoughtful workflows. Confident closes.Internal workspace / Prototype v0.2