Command center · Filing season without the fire drill
Accountants & Bookkeepers
Client deadlines, document chasing, review queue and filings — with owners and dates on everything.
Overwhelmed today
- — Chasing client documents by email one at a time
- — Filing deadlines tracked in a spreadsheet nobody updates
- — Every return waiting on your review
Organized with your hub
- + Document chase list with automatic reminders
- + Deadline board sorted by risk
- + Review queue split across the team
Live demo
Accounting & Bookkeeping Command Center
Client deadlines, document chasing, review queue and filings — with owners and dates on everything.
Off your plate
5
Returns in progress
38
9 in review
Docs outstanding
12
reminders sent
Filed this week
17
all on time
Off your plate
20
prep work delegated
Delegation board
- Chase missing 1099s for Harper LLCToday
- Review Whitfield returnTue
- Month-end close for 6 clientsFri
- Quarterly payroll filingsMon
- Sign and e-file approved returnsWed
4 of 5 assigned to someone other than you · 1 complete. Reassign an owner and watch the counter move.
AI Bookkeeping Assistant
AI assistant
- Sent document reminders to 12 clients
- Categorized 340 uncleared transactions for review
- Flagged three returns at deadline risk
Your day
- 8:00Deadline board triage
- 10:00Prep block
- 13:00Review queue
- 16:00Client callbacks
Want this built around your business?
Every hub is custom built: your people, your responsibilities, your language — with AI assistants wired in where they save you time.