Dashboard
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Active Clients
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Prospects
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Team Members
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QB Connected
Recent Clients
NameCompanyStatus
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Prospects Pipeline
NameCompany
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Active Clients
Manage and view your current client engagements
NameCompanyIndustryRevenueEmailAddedActions
Prospects
Track potential clients in your pipeline
NameCompanyIndustryEmailNotesAddedActions
Team
Manage your firm's team members
NameEmailRoleStatusJoined
Firm Settings
Manage your firm's profile and branding
Brand Preview
Your Firm Name
CFO ADVISOR
Firm Details
White-Label Branding
The quick brown fox jumps over the lazy dog · $1,234,567
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Email Settings

Customize how emails appear to your clients when sent from the portal.

Your Account
Change Password
QuickBooks Integration
Active Connected via OAuth2

QuickBooks is connected. Advisors can connect individual client QB accounts from the client detail page.

Add Client
Add a new active client to your workspace
Add Prospect
Track a potential client in your pipeline
Convert to Active Client
Review and confirm the client's details before activating their account.
Next step after conversion: You'll be taken to the client's dashboard where you can connect QuickBooks and invite them to their portal.
Invite Team Member
Send an email invite to join your firm workspace
Customize Key Metrics
Choose which metrics appear on the Financial Dashboard
Invite to Client Portal

Your client will receive an email with a secure link to create their account and access their financial portal.