Insights, who needs attention

See which active clients have overdue work, missing records or loose ends, and act on them in bulk.

Insights checks every active client for things that need doing and counts them up as signals. Pick a signal to see who has it.

What does it look for?

Among others:

Overdue lodgements and upcoming work nobody has started.
Overdue invoices and old unbilled time.
No signed engagement and Identity not verified.
Setup not finished and No TFN on file.
ASIC notices overdue for companies.
Loose ends like Main contact has gone, Turning 18, No director or trustee left, Own return needs a reviewer and Estate not set up.

Each count only includes active clients you can see.

Open ClientsAcross clientsInsights and choose a signal.
Narrow the list with Search clients or a tag.
The Why column says what's wrong for each client.
Open a client to fix it, or tick several to act on them together. Select all on this page ticks the whole page.

With clients ticked, you can:

Archived clients drop out of every insight. You'll find them under Archived on the client list.

The home page shows the top of this list under Needs attention. Choose All insights to come here.

Label clients your own way with tags, and track extra details on every client with custom fields.

Combine a client added twice, archive one who's left, or record that a business has ceased or a person has died.