TaxPracticeKit Template PreviewView package details|View public site

Today's Operations

Tuesday, July 28

16
Customers
$1,900
Revenue Today
+18% vs avg
2
Invoicing Open
74%
Module Activity

Recent Activity

5
New customer added
Sarah Chen · 8 min ago
new
Invoice paid
INV-2041 · $1,840 · 22 min ago
paid
New customer added
Active session · 8 min ago
new
Invoice paid
INV-2041 · $1,840 · 22 min ago
paid

Modules Installed

6
Customer CRM
Universal · $39
Open
Invoicing & Estimates
Universal · $49
Open
Communication Hub
Universal · $29
Open
Document Vault
Industry · $29
Open
Client Intake & Forms
Industry · $39
Open
+ 1 more module

Top Customers

3
Sarah Chen
Active · 4 visits
View
Marcus Reyes
Active · 12 visits
View
Aisha Patel
New · 1 visit
View

Quick Actions

Import customers from CSV
Onboarding tool
Open
2 invoices overdue
Send reminder
Remind
Configure notifications
Email + SMS preferences
Settings