This is the firm view where you can get insights on firm performance and manage clients and employees.
Overview provides an at a glance look across all clients looking at file quality, business performance, and cash flow.
Dashboard surfaces personalized alerts tailored to the user notifying them of items that need to be taken care of.
Tasks allows firms to convert alerts into tasks and assign them to users.
Reports are coming soon.
Clients is where you manage your client list, add new ones, and assign users.
Users is where you handle invites and assignments to clients in bulk.
Settings handles firm level settings including the firm's name.