Practice workspace / Home dashboard
See what needs your attention across the practice
Practice owners, managers and staff use Home to see approvals, deadlines and client work that needs attention.
S SecureWire Workflow illustration
Example workflow
ExampleHome dashboard
Example clientExample steps
Open HomeIn progress
JLChoose Mine, Team or PracticeNot started
SKOpen a cardNot started
AMReview the client or engagementNot started
JLOpen Home01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Owners and managers can spot late work and stretched colleagues from one screen, rather than checking separate inboxes and spreadsheets.
How it works
- Open Home
- Choose Mine, Team or Practice
- Open a card
- Review the client or engagement
Cards for your role
Mine, Team and Practice views show Needs my approval, Clients needing attention, Waiting for review, My work and Deadlines. The card order follows your role.
Choose Mine, Team or PracticeWorkload and practice money
Team load shows who is stretched. Practice money shows work in progress, unbilled time and unpaid invoices. Books health shows bank lines still to reconcile per client.
Open a cardRecent changes
Review re-opened periods, voids, reversals and permission changes from the last seven days.
Review the client or engagementRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.