The first item you’ll notice when you log into the new Adviser Portal is the new Dashboard:
The Dashboard enables you to quickly and easily navigate to the following areas:
- Client list
- Active tasks you’ve been assigned
- Overdue tasks (assigned to you and also across your business)
- Jobs scheduled, in progress or at audit
- Direct access to specific tasks requiring your attention across the following categories:
- Client queries (what we need to get the accounts done)
- Finalisations (client accounts ready to be signed)
- Data feed authorities to be actioned (data feeds are the lifeblood of what we do)
- Tax payments (ATO payments required)
- Strategic items (suggestions and action items for your consideration) - Status of the data feeds across all your clients