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Dashboard

An overview across every client you manage.

Clients
Statements filed (this month)
Missing this month
Total statements on file

Client status

Who's up to date on this month's statements, and who isn't.

Clients

Every client you're assigned to. Click one to open their workspace.

Client

HRIS summary and filed statements for this client.

Active headcount
Last statement filed
Statements on file

Statements

Statements

Upload monthly financial statements — they appear on the client's portal immediately.

Upload a statement

Select the client, period, and statement type, then attach the file.

All statements

Across every client, most recent first.