The client center

A walking tour of the LedgerOS workspace
Clients
Dashboard
OverviewTasks CommunicationsActivity DocumentsCredentials ResearchComp Studies Portal AccessHealth Settings
JH John Henderson Rename Individual · 1040 Active 2 related returns pending Henderson Group group Email Task Make inactive

Details

Edit
Entity typeIndividual
Tax ID•••-••-4417
Address44 Birch Lane, Mansfield CT
OwnerDana Whitfield

Engagement

Compliance — next 90 days

Form 1040 — extendedOct 15
CT estimated payment Q3Sep 15

Legal hold

Tags

+ Add
ExtensionSchedule CReferral

Contacts

+ Add
JH John Hendersonjohn@hendersonco.example · Portal ✓ Taxpayer
MR Maria Reyesmaria@hendersonco.example Bookkeeper

Relationships

+ Add
Henderson Co LLCOwns 100%
Henderson Family TrustBeneficiary

Notes

+ Add

Health

EconomicC
OperationalB
OverviewTasks CommunicationsActivity DocumentsCredentials ResearchComp Studies Portal AccessHealth Settings

What is behind each tab

Eleven of them, and each is its own page for this client.

OverviewThe cards you just saw — the whole client at a glance.
TasksEvery task and engagement for this client.
CommunicationsThe full email, call and portal-message history.
ActivityWhat happened, by whom, in order.
DocumentsTheir library, folders and portal visibility.
CredentialsStored logins for this client, masked by default.
ResearchTax research saved against this client.
Comp StudiesReasonable compensation studies and their memos.
Portal AccessWho can sign in, and invitations outstanding.
HealthThe economic and operational scores in detail.
SettingsPer-client overrides — terms, reminders, preferences.