Your client portfolio (My clients)
Advisors get a cross-company cockpit — every client company on one screen, scoped to your role, sorted by who needs you most, with one click into any client to act on its tasks.
If you advise more than a handful of companies, triaging them one dashboard at a time doesn't scale. My clients is your cross-company cockpit — every company you work with on a single screen.
What you see
- A header across your whole book — how many clients, how many need attention, total overdue filings, and clients with open notices.
- A row per client— health, overdue count, next deadline, evidence coverage and open notices, with an "awaiting founder" marker for clients you onboarded who haven't claimed ownership yet.
- Sorted by who needs you most — most overdue and at-risk first, so you start where it matters.
Scoped to your role
Each client row reflects the buckets you're responsible for — a CA sees the tax picture, a CS the corporate/ROC picture — so you see your mandate across the whole book, never data outside it. Opening a client applies the same per-company permissions as everywhere else.
One click to act
Open any client and you land in its dashboard and calendar to work its tasks — the portfolio is a launcher over your existing client workspaces, not a separate place to maintain. New clients appear here the moment you add them with Add a client.