Client Overview

Client key alerts, metrics, activity stats, sandbox reporting and insights

Tax

Checks to do with Tax.

Custom Reports

Custom reports available in your client overview area

Client Configuration

Review your client settings for visibility and your tax and control account settings.

Historical Activity

Information on historical changes and lock date history

Clean-up

Client clean up tools

Business Insights

Using Insights to help your clients grow their business

Client Activity

Health scores, activity stats & business performance