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Dashboard
An overview across every client you manage.
Clients
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Statements filed (this month)
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Missing this month
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Total statements on file
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Client status
Who's up to date on this month's statements, and who isn't.
Clients
Every client you're assigned to. Click one to open their workspace.
Client
HRIS summary and filed statements for this client.
Active headcount
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Last statement filed
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Statements on file
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Statements
Statements
Upload monthly financial statements — they appear on the client's portal immediately.
Upload a statement
Select the client, period, and statement type, then attach the file.
All statements
Across every client, most recent first.