PRACTICE OVERVIEW

Workload dashboard

Keep client work moving, track progress and capture important notes.

Jobs

Update status, progress, due dates and special notes.

Client / job	Assigned & due	Status / progress	Priority	Special notes	Actions
rashnvim family trus Code: 046644689	BOth Due: 06/11/2026	Ready for review 0% complete	Urgent	No notes added	Edit / notes
sanru trust Code: 0468698	Me Due: 02/11/2026	Waiting on client 0% complete	Normal	adres update	Edit / notes
bimal tax return Code: 04684699	Me Due: 03/11/2026	Ready for review 0% complete	Normal	to be lodged	Edit / notes

rashnvim

family trus

Urgent

Due: 06/11/2026BOth

Ready for review0%

No notes added

sanru

trust

Normal

Due: 02/11/2026Me

Waiting on client0%

adres update

bimal

tax return

Normal

Due: 03/11/2026Me

Ready for review0%

to be lodged