Recommendation Tracker

The Recommendation Tracker displays metrics of recommendations that have been applied to entities across the whole firm.

• MONITOR: this recommendation is on file; no immediate action required

• DISCUSS: this recommendation is on the list to be reviewed for implementation

• IMPLEMENTING: this recommendation is being implemented pending additional action required on the accountant or client’s side

• IMPLEMENTED: this recommendation has been applied to the entity’s account

• NOT IMPLEMENTED: this recommendation has not been applied to the entity’s account

Recent Entities

This is a list of entities that have recently been added or modified by any user at the firm.

Recent Contacts

This is a list of contacts that have recently been added or modified by any user at the firm.

Top Recommendations Added by Your Team

This is a list of the most commonly assigned recommendations by users at your firm.

​Emoji :video_camera: Video Resource

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