Firm dashboard
Live — everything on this screen reads and writes the firm database.

Today

The big picture

What clients are signed up for

Live count of every open service across the book — from each client's profile.

My clients

Assigned to you — next due date and open items at a glance.

My tasks needing attention

overdue first, then due soonest · click through to the client

Practice

Clients

⌕
ClientServicesStatusOpen tasksLast activity

Intake

Organizers

Open organizers, slowest first. Reminders go out automatically after 7 quiet days — the backend emails these.

ClientProgressStatusLast activity

Waiting on clients

Follow-ups

Every open item and document request queued for a client — what's ready to go out, what's already out, and the follow-up log. Each item has its own cadence and its own message, so the sequence is tailored per item, not firm-wide. The backend sends these; buttons here just log it.

Ready to send

Sent — waiting on client

New client

Create a client profile

Creating a profile contacts nobody. The portal invite is a separate step from their profile page. More services can be added on the profile.

Portal invite

Send portal invite

Attach the 2025 tax organizerAppears as their first step after they activate
Attach the engagement letter for e-signature
The client receives (backend email #1):
"NTTA Tax Group has set up your secure client portal. Activate your account to complete your tax organizer and upload documents — no password needed, the link signs you in."

Invite expires after 7 days; one automatic re-send if unactivated.

Document request

Request a document

Shows on the client's Documents page with an upload slot; they're emailed immediately and reminded after 7 quiet days.

My profile

Document

Organizer

N&T

Firm dashboard

Staff only. New logins are added in Supabase first — SETUP.txt step 5.