WorkMate Dashboard Overview

WorkMate is an AI-powered, comprehensive client and job management system designed for progressive accounting practices. This tool assists in managing your entire front office operations without additional effort. Below is an outline of how to effectively utilize the WorkMate dashboard.

Step 1

Welcome to the introduction series of WorkMate, your all-in-one operation and client management system. In this session, you'll learn how your virtual assistant can streamline your front office operations. We'll begin by exploring the dashboard, which serves as your homepage.

Step 2

The dashboard provides a strategic overview of your entire practice, enabling quick and informed decision-making. In this section, key business metrics are displayed, such as the total number of clients and new clients acquired this quarter. At any given moment, you can easily access updates on tax clients, payroll clients, or company clients.

Step 3

The dashboard features interactive charts for comparative analysis. For more detailed information, click on any data point to dive deeper. For instance, to see how many clients have not yet been onboarded, simply click on the relevant number for further details.

Step 4

You can quickly identify the total number of active jobs in your pipeline, those awaiting your review, and jobs currently on hold. For example, it's easy to determine how many active individual jobs are in your pipeline, how many are awaiting review, or how many are on hold with clients.

Step 5

You can change the service type to access the most current information. Click on any data point to understand the status of a particular job.

Step 6

In summary, WorkMate saves you time by presenting all key performance and operational insights in one interactive, real-time updated dashboard. This feature provides real-time visibility into operations, client management, and job management, enabling strategic rather than reactive decision-making. This approach embodies the efficiency of forward-thinking accounting practices.