Dashboard cards open the matching module. Numbers here are sample figures for a demo firm.
Track services
| Card | Client | Status |
|---|
| SC-2401 | Maple & Co. | Filed |
| SC-2402 | Harbour Books | In review |
| SC-2403 | Northwind Retail | Info received |
Create service card
T1 Personal return
List fee updates when you add the card. Status starts at Info received.
Fee $120.00
Track services
Team Avery Cole
Dates 2026-01-06 — 2026-04-30
Service card SC-2026-001
Manage quotes
| Quote | Client | Amount |
|---|
| QT-1044 | Maple & Co. | $240.00 |
| QT-1045 | Harbour Books | $80.00 |
Manage invoices
| Invoice | Client | Status |
|---|
| INV-2201 | Maple & Co. | Paid |
| INV-2202 | Northwind Retail | Pending |
Payments
| Date | Client | Receipt | Method | Amount | Action |
|---|
| 2026-02-12 | Maple & Co. | PR-2026-0009 | Bank | $240.00 | |
Bank accounts
Operating
Holder: North Ledger Demo
Bank: Sample Credit Union
Trust
Holder: North Ledger Demo
Bank: Sample Trust
Business lines
Tax
Accounting
Consulting
Marketing
Services
| Name | Line | Fee | |
|---|
| T1 Personal return | Tax | $120 | |
| Monthly bookkeeping | Accounting | $80 | |
Invoice terms