The firm’s cabinet: what is where
Every client on one screen, the questions, the reports, the team. What each place is for.
The firm’s cabinet opens on Clients: every client on one screen, the one who needs you first at the top. A client is urgent when money runs short or the bank should hear from them now, worth a look when an invoice is late or a tax is close, calm otherwise.
- Clients: the board, the tax calendar of every client, connection requests.
- Questions: what clients asked, each with a draft answer.
- Reports: the month’s report for each client, under your name.
- Assistant: ask about one client or all of them.
- Tools and Reference: calculators, rates and deadlines.
- Firm and team: your name, your logo, your accountants.
- Settings: language, two-step sign-in, the subscription, help.
Open a client to see their whole dashboard, and View as the client to see exactly what they see.
Profflow reads and counts. It does not file returns, move money or change anything in your accounting program.