Accounts are created by the firm owner. Contact Kim if you need access.
F&A
Frazier & Associates, CPAs
Where your success is our business.
Kim Donchez · OwnerFranklin, Tennessee
v5.3
Leadership Dashboard
Command center
What needs you this week
Throughput
Returns completed per week
Trailing eight weeks · counts a return at E-File
Distribution
Where the work is sitting
Active returns by lifecycle phase
Feasibility
Where each panel gets its data
Green is working today. Amber is scheduled and dated. Red has no
supported connection and is handled by a managed export. Anything not marked green is
entered by hand until the date shown.
Owner actions
Waiting on you
Two steps in the workflow route through you before work can move.
Awaiting assignment
Checked in, not yet assigned
Client
Type
Fee
Waiting
Awaiting transmission
Signed & ready to e-file
Client
Type
Fee
Waiting
Coverage
Who can act when you're out
Tax return lifecycle
Thirteen stages, your stage names
Drag a card to move it. A card can't advance until its checklist is complete.
Notice & IRS resolution
Every open notice and its clock
Statutory response windows run from the notice date, not from when it reached the desk.
Notice
Client
Owner
Response due
Status
Last action
Recurring cycle
Bookkeeping close by client and period
A cycle, not a pipeline — the same checklist repeats every period.
Answering your question
You asked what to capture: a detailed list of all the accounts that need to be reconciled, and the journal entries we make.
That's exactly what this board is. Every bookkeeping client gets the same two checklists —
accounts to reconcile and recurring journal entries — with per-client items switched on or off.
The lists below are a first draft built from what we've observed. Mark up what's wrong and we'll lock it on the 13th.
September 1–2
Peer review readiness
–
days out
On-site peer review begins Tuesday, September 1
Engagement
Type
Partner
EL on file
Workpapers locked
Report issued
Sign-off
Keep it current
Import returns from Onvio or UltraTax
Export your return list from Onvio or UltraTax, then drop the file here. It uploads
straight from this browser into your own database. The file does not pass through
Atrium, through email, or through any outside service. Returns already on the board
are updated in place, so running this each week keeps the board current without
creating duplicates.
Choose a CSV file
or drag it here — exported from Onvio, UltraTax, or Excel
Match your columns
We guessed from your headings. Change anything that looks wrong.
First few rows
What happens to the file. It is read inside this browser and written directly to
your own database over an encrypted connection, signed in as you. Every change is
recorded in the audit log. Nothing is stored anywhere else. Matching. A row is treated as a return already on the board when the client name
and the return type both match. Those are updated. Everything else is added. Who should run this. Whoever produces the export each week. It does not have to
be the owner.
Capacity
Load against capacity
Counts active returns by role in the handoff, not raw headcount.