Personal Daily Driver: My Tasks, Review Queue & Timesheets
Organize personal daily priorities, review queues, billable timesheet timers, and high-risk client filing watchlists.
Firm-Wide Workload & Capacity Radar
Live Team Heatmap across 124 Statutory Engagements
The My Work view serves as the personalized daily driver for every practitioner in the firm, consolidating tasks, review items, and timesheets into a single screen.
21. My Tasks & Subtasks
View assigned deliverables organized by statutory urgency, client tier, or engagement milestone in Table, Board, or Timeline views.
32. Four-Eye Review Queue
Managers and partners have a dedicated queue highlighting all deliverables awaiting review, allowing 1-click approvals or inline revision requests.
43. Daily Billable Timesheets
Log billable effort directly against specific client engagements with real-time timers or manual entries, preventing unbilled write-offs on fixed retainers.
Need assistance configuring this module for your firm?
Our practice onboarding specialists provide 1-on-1 migration assistance, custom GSP bridge configuration, and team training for CA partnerships.