I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see the most current up to date useful information to me.
Particularly the Capitalise section should allow being turned off as its not at all important for most accountants and at the moment it sits above the Tax Returns as the first section!
Thanks Tara, we are keen to understand ways we can improve the client dashboard tab - thinks is certainly something we can look at.