WORKSPACE
Manager Alerts 3
Recent Activity
Emily Fisher
Firm Administrator
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AUDIT-FRIENDLY OVERVIEW
Recent Activity
Fictional employee safety-check activity across your firm.
Jordan Miller
Today, 10:42 AM
Client Data
Upload client tax documents for analysis
HIGH RISK
Samantha King
Today, 9:18 AM
Research
Summarize new public IRS guidance
SAFE
Daniel Ruiz
Yesterday, 4:26 PM
Draft a generic quarterly reminder email
SAFE
Ava Patel
Yesterday, 2:05 PM
Workpapers
Review an anonymized spreadsheet format
CAUTION
