Search clients, documents, tasks…
Good morning, Tananan
Thursday, 25 June 2026 · Here's what needs your attention at your firm today.
This week Month Quarter
Active clients
48
▲ 3 onboarded this month
Docs to validate
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Review in AI Intake →
Deadlines this week
12
3 overdue · act today
Blocked clients
4
waiting on client docs
Upcoming tax deadlines
View all →
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Active services across the firm
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Workload by accountant
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Needs attention
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Blocked {{ b.age }}
Clients
All companies engaged with the firm — status, plan and compliance at a glance
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All · 48 Active · 41 Onboarding · 3 At risk · 4
Search clients…
CompanyManagerPlanServicesMonthly feeComplianceStatus
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Clients/Siam Fresh Foods Co., Ltd.
SF
Siam Fresh Foods Co., Ltd.
Active clientGrowth plan
Tax ID 0105556012345 · 88/12 Rama IV Rd, Khlong Toei, Bangkok 10110 · Account manager: Kanya R.
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Overview Documents Tasks & deadlines Financials Activity
Visa & Work Permit
Quota compliant
3 foreign employees · 18 Thai staff · ratio 1 : 6 — meets the 4 : 1 work-permit rule (+6 headroom)
Manage permits →
EmployeeNationalityVisa · expiryWork permit90-day (TM.47)Status
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Services & subscriptions
฿26,000 /mo recurring
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Open tasks
+ Add task
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Assigned to {{ t.who }}
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Recent activity
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Financial status · YTD 2026
Revenue
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Expenses
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Net profit
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Outstanding fees
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Contacts
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Upcoming deadlines
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Tasks & Deadlines
Recurring filings, compliance and client work across the firm
CalendarListBoard
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Document Vault
Every client document — one searchable, audit-ready source of truth
Client: All Month: May 2026 Type Needs validation 6 Duplicates 2
Search documents…
DocumentClient · PeriodServiceConf.Status
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Missing document checklist
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Intake channels
Documents from every channel land here automatically.
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AI & Automation
Intake · validation · accounting prep · knowledge · automation — the AI assists, your team approves.
AI engine active
Document Intake Accounting Prep Knowledge Assistant Automation Rules
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Validation queue
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scanned
document
Extracted fields
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Impact on the client
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Validated · posted to the May books
VAT input for Siam Fresh Foods is now complete — the PP.30 return is ready to file. Check the Dashboard: the overdue deadline flipped to Ready to file.
Open periods
7
Ready to export
1
Unresolved docs
15
Exported this month
12
Client · PeriodDocumentsValidation progressStatusAction
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Validated periods export to FlowAccount, Xero, QuickBooks, or CSV / Excel. RFUD keeps the workpapers; the accounting engine stays your tool of choice.
Quick actions
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Knowledge Assistant
Context: Siam Fresh Foods file
Summarize Siam Fresh Foods and flag anything at risk this week.
R
Draft · requires accountant validation
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Based on client file data · not final tax advice
Ask about a client, SOP, or filing…
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Automation rules
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runs
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Templates
+ New
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Recent automated activity
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Rules assist staff — anything touching filings or the books still needs human approval before it goes out.
Firm Billing
The firm's own revenue — what the firm invoices its clients each month
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Client invoices · May 2026
View all →
ClientInvoiceAmountDueStatus
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Recurring revenue by service
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Receivables aging
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Team & Settings
Members, roles & firm-wide configuration
TeamRoles & permissionsFirm settings
Team members · 7
MemberRoleClientsWorkload
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Roles & permissions
Edit
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Firm settings
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Discover — where do I click?
GUIDED TOUR · {{ tourStepLabel }} Skip
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