Welcome back, Sarah
Here's what's happening with your clients today.
Today
Tuesday, November 4, 2025
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Quick Meetings
Active Clients
247
+12% from last month
Open Tasks
18
3 due today
Upcoming Deadlines
7
2 critical this week
Pending Documents
12
Awaiting client review
Karbon Triage
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Recent Activity
Latest updates from your team and clients
MDclient added
New client Johnson & Associates added to portfolio
Mark Dwyer
•2 hours ago
NRdeliverable sent
Q4 tax planning report sent to Acme Corp
Nick Roccuia
•4 hours ago
DLfeedback received
Client feedback received for financial advisory proposal
Dai Le
•6 hours ago
MPtask completed
Bookkeeping reconciliation completed for Tech Startup LLC
Matt Pereria
•1 day ago