A multi-client dashboard for accountants, with every client in one console

Each row in the console is one client company. Next to it you see its close status and how many items are waiting to be dealt with. That is enough for a manager to spot the clients falling behind, the ones nearly finished, and the ones that have not been touched this month, all from one screen.

Because the console sits inside your branded software, staff open it from the same sign-in page clients use. There is no separate practice-management tool to keep in sync, and the numbers on the console come straight from the books your team maintains rather than from a spreadsheet someone updates by hand.

Morning stand-ups become shorter when everyone looks at the same list. A manager can assign the clients with the most items waiting, leave the nearly-closed ones for a final review, and ask about any client whose status has not moved. People spend less time asking what to do next and more time doing it.

For partners, the console is a quick health check on the whole book of clients. Instead of relying on status meetings, a partner can open it at any point, see which clients are behind, and ask the right person about them. Problems surface while there is still time to fix them before a deadline. A partner who checks it weekly rarely gets surprised by a client complaint about late numbers.

Jumping between separate client logins wastes minutes each time and invites mistakes, such as posting an entry to the wrong company. With every client listed in one place, staff move between companies from a single view and always know which set of books they are in.

The console is included in the flat monthly license alongside unlimited staff and your branding. It is not an extra module priced per user, so every bookkeeper on the team can rely on it, including temporary staff brought in for a busy period. Giving everyone the same view means handovers between colleagues start from shared facts instead of from memory or a hurried message.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.