Smith & Johnson CPA

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Admin Portal

Dashboard Overview

Monitor all clients and track progress

Total Clients

47

+3 this month

Pending Items

127

23 overdue

Completed

32

68% complete

Revenue (MTD)

$48K

+12% vs last month

Client Status Overview

JS

John Smith

Smith Enterprises LLC

Progress85%

Pending

2

Last Activity

2 hours ago

on track
MG

Maria Garcia

Garcia Consulting

Progress45%

Pending

5

Overdue

1

Last Activity

1 day ago

at risk
DC

David Chen

Chen Tech Solutions

Progress100%

Pending

0

Last Activity

3 days ago

complete
SJ

Sarah Johnson

Johnson & Associates

Progress30%

Pending

8

Overdue

3

Last Activity

5 days ago

behind