2. Your Dashboard

The Dashboard is the first screen you see after logging in. It gives you a quick overview of your account.

Project and Entity Counts

• Projects card — Shows how many active projects you have with your consultant
• Entities card — Shows how many accounting entities (companies or business units) are set up for you

Note: If you see "0" on either card, it means your consultant hasn't set anything up yet. Contact them to get started.

Your Consultant's Contact Info

Below the stat cards, you'll see your consulting firm's contact information:

• Email — Tap to open your email app and send them a message
• Phone — Tap to call them directly
• Website — Tap to open their website in your browser

Tip: Save your consultant's phone number in your contacts for quick access outside the app.