See who is waiting on what this month, in one table.
Each client's period tasks on one row. Spot what's done, new documents and approaching deadlines by colour.
Clients · October 2026
Clients
Completed Clients
Overall Completion
Post-Closing Documents
Company NameCompletionSales InvoicesPurchase InvoicesReceipts/Expense FormsBanksPayroll & Wage AccrualWithholding & SGK
Sample Client Inc.100%OKOKOKOKOKOK
Sample Ltd.60%OK2 newOKOK
Sample Foods Ltd.80%OKOKOK · no documentsOKOK
Sample Client 440%2 newOKOK
Sample Client 520%OK
Filter
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≤ 5 Days to Deadline
OK2 newOK
OKOK
2 newOK
Client Details
Click a row and the client's period opens alongside.
See the next task, the countdown and the tax return status without leaving the page.
Completion percentage, next task and days left until the deadline.
Document and tax return status at a glance.
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Sample Ltd. · Document check
60%
Deadline 26 November · 4 days
2 new
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Bulk Notification
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Download Excel
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No Documents Mark
Close a task with no documents that month from a single cell.