Workspace/All clients
Clients in book
10
active
Open chases
191
across the book
Overdue
25
>3 days stale
Reviewer queue
40
ready to package
10 of 10
ClientCycleClose progressOpen chasesOverdueReview queueLast activityCadences
Beacon & Coyle
· monthly
D+12
54%
3879just now
MQY
Foundry Books
· monthly
D+11
60%
28574m ago
MQY
Ironwood Advisors
· monthly
D+9
71%
314616m ago
MQY
Northwind Bookkeeping
· monthly
D+9
72%
23342m ago
MQY
Tidewater Bookkeepers
· monthly
D+8
68%
192523m ago
MQY
Magnolia Close
· monthly
D+10
65%
17238m ago
MQY
Larkspur CAS
· monthly
D+7
81%
141211m ago
MQY
Halverson & Hatch
· monthly
D+6
78%
111344m ago
MQY
Atrium Ledger Co.
· monthly
D+5
92%
611h ago
MQY
Cedar & Salt
· monthly
D+4
96%
43h ago
MQY