Tax firm

Home

Available

Review tax-firm plan usage, client follow-ups, production exceptions, and recent activity.

What this menu does

Give firm managers and staff a cross-client starting point before they enter one client workspace.

Where to find it

Tax Firm navigation: Home.

When to use it

Review firm-wide client, staff, storage, and LLM usage.
Identify clients with unhandled uploads, recognition exceptions, invoice work, or voucher work.
Resume the correct client workspace.

Before you begin

Sign in to the Tax Firm portal.
The account must be allowed to view this menu.

Page regions

01Plan usage summary
02Client and staff totals
03Follow-up client list
04Recognition/invoice/voucher counts
05Recent activity and workspace shortcuts

Supported operations

Review firm operations

Purpose: Identify the client or capacity issue that needs attention.

1
Open Home after signing in.
2
Review plan usage and firm-level totals.
3
Scan follow-up clients and compare upload, recognition, invoice, and voucher counts.
4
Use the row action or workspace shortcut only after confirming the client name.

Result

The user continues in the selected client workspace or opens plan usage for capacity review.

Open plan usage

Purpose: Compare current consumption with firm plan limits.

1
Select View plan usage or the plan badge.
2
Review client, staff, storage, and LLM meters.
3
Check upload and AI allowances.
4
Close the drawer; plan changes are not made here.

Result

A read-only usage snapshot is available for planning the next action.

Business rules and fields

The follow-up list is filtered by the employee's client access.
Home aggregates current business states; it does not complete client tasks.
Open the owning workspace page before changing a business record.

States you may see

No follow-up neededFollow-up requiredPartial panel errorSession expired

What happens next

Firm staff can prioritize cross-client work and enter the correct company context.

Common problems

What you seeWhy it happensWhat to do

The menu, client, or action is missing.

The employee role, client assignment, or current record status does not allow it.

Ask a firm administrator to verify the employee role and client assignment, then reopen the page.

A save or load action fails.

The session may have expired, validation may have failed, or the service is temporarily unavailable.

Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.

Visibility and access

The menu and actions follow the employee role and assigned client scope. Firm administrators can see firm-wide records; other employees see only their allowed scope.