Firm

Today

Today

Waiting on a reply the promise: same business day · the target: 3 hours

Clients

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ClientServicesStatusOpen tasksLast activity

Review

Everything clients sent back — uploads against your requests, free uploads, and freshly signed documents. Clear it and the queue clears with it.

Organizers

Open organizers, slowest first. Reminders go out automatically after two quiet weeks.

ClientProgressStatusLast activity

Follow-ups

Open items and document requests queued for clients — each with its own message and cadence.

Ready to send

Sent — waiting on client

Newsletter

Signups from the site's newsletter section. Pending means the confirmation email is out but unclicked; active subscribers are synced to the Resend audience that campaigns (Broadcasts) send to.

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EmailStatusSourceSigned upConfirmed

Cases

One row per engaged service. Assign from the dropdown on a row or on the client file — everyone still sees everything.

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ClientCaseStatusAssigned toLast activity

Lead pipeline

Ad leads

Speed is the product — target first contact within 15 minutes.
Loading leads…

Call interview

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Create a client profile

Creating a profile contacts nobody. The portal invite is a separate step from their profile page.

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:
"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.

Request a document

Repeats monthlyBookkeeping: when this is received, next month’s request goes out automatically.

Shows on the client's Documents page with an upload slot; if it doesn't come in, we follow up automatically every two weeks.

N&T

Firm dashboard

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