improved
Accounting Firms
Firm Dashboard Updates
What's new:
The firm dashboard has a few small changes worth knowing about.- Client cards now show the plan each client is subscribed to. Hover over the icon to see the details.
- Copying the ingest email now requires clicking the icon directly. A confirmation appears when it copies. This makes it easier to open the entity without triggering a copy by accident.
- The org selector has been removed from the header. You can now switch orgs from the picker in the sidebar only.
Why it matters:
Plan visibility is now right on the dashboard, so you don't have to dig for it. The sidebar org picker keeps navigation consistent. And the tighter click target means fewer accidental copies when you're moving fast.And finally… What is a tornado's favorite game to play?
Twister