Using Advisor Client Dashboard

The Advisor Client Dashboard allows you to review the Advisor events that impact a specific client.

To open the Advisor Client Dashboard, do either of the following:

  1. On the My Clients page, click a client name.

  1. On the Affected Clients page, click a client name or ID.

How to Use the Advisor Client Dashboard

You can do any of the following in the Advisor Client Dashboard:

  • Filter by Axcess Tax return. Select a return in the dropdown menu to view Advisor events that impact that return. Clear the dropdown to view all the Advisor events that impact the client.

  • Filter by topic. Choose Compliance, Planning, or Advisory Opportunities (if licensed) to view Advisor events for those specific topics.

  • Tag an event as “favorite”.

  • Read event overviews. Learn the details of an Advisor event and how it may impact your client.

  • Download or copy client letters.