Dashboard & client list

This guide covers: reading the multi-client dashboard, searching the client list, opening a client, and organizing entities with client groups.

Read the multi-client dashboard

What it does: One screen that tells an accountant what to do today across every client — onboarding steps, pending payrolls, upcoming filings, recent activity, and a Moov ACH setup nudge.

Where: Dashboard (/dashboard) — the page you land on after sign-in.

Steps:

1. Open /dashboard.
2. If you see the amber Action needed — set up ACH payments banner across the top, click Set up to jump to /settings/ach-setup. Click the X to dismiss for this session.
3. Scan the four-tile strip at the top: Total Clients, Active Clients, Pending Payrolls, Upcoming Filings.
4. Work through the Getting Started checklist if its progress bar is under 100% — each row is a one-click deep-link to the page that completes it.
5. Use the Quick Actions strip for Add Client, Run Payroll, File Taxes, or View Reports.
6. Page through Recent Clients at the bottom — click any row to open that client. Click View all → to jump to the full list.

Who: Accountants only.

Notes: Pending Payrolls and Upcoming Filings currently render as static 0 on the dashboard tile strip — drill into Payroll and Tax Filings for the live counts.

Find a client

What it does: Server-side search across every client by company name or EIN, plus sortable columns for the rest.

Where: Dashboard → Clients (/clients).

Steps:

1. Open /clients.
2. Type into the Search by company name or EIN… box. The query debounces 300ms and hits the server, so it searches across all clients, not just the visible page.
3. Click any column header to sort: Company · EIN · Type · Pay Frequency · Location · Status · Last Opened. Click again to flip the direction (up/down arrow).
4. The table shows: a logo placeholder, Company (with legal name underneath) · EIN · Type · Pay Frequency · Location · Status (Active or Inactive) · Last Opened (relative time like "2h ago").
5. Page through with Previous / Next at the bottom-right; the footer reads "Showing N–M of T clients".

Who: Accountants. Team members with Manager or Viewer roles only see clients they're assigned to.

Notes: Sorting only sorts the current 20-row page (server-side pagination wins). To sort across all clients, narrow with search first. Click Send onboarding packets in the top-right to bulk-send e-sign packets across every client at once.

Open a client

What it does: Takes you into the per-client workspace — overview tiles, setup checklist, recent employees and payroll, and the left rail with every tool (People, Payroll, Tax Filings, Reports, Banking, Settings).

Where: Click any client row in /clients, or any tile in Recent Clients on the dashboard.

Steps:

1. From /clients click the row or click View at the right.
2. You land on Overview at /clients/[clientId].
3. Read the four Stats tiles: Active Employees, YTD Gross Pay, Pending Timesheets, Pending Filings. Each tile is a link into the matching section.
4. If the Setup Checklist card is under 100%, work through each row — they're deep-links to the missing config.
5. Use the right-side Invite to client portal / Resend portal invite button to e-mail the client a setup link. A green Portal active chip appears once they've activated, an amber Invite pending chip while it's outstanding.
6. The Recent Employees and Recent Payroll cards at the bottom give 5-row previews with View all links.
7. To go back to the full list, click Clients in the left rail.

Who: Accountants and SMB owners (the SMB owner only ever has their own client).

Notes: Opening a client stamps last_opened_at on the record — that's what powers the "Last Opened" column on the client list.

Organize with client groups

What it does: Groups multiple client entities under one parent organization. Useful for holdings + subsidiaries and ACA aggregated ALE groups. Each subsidiary still files its own 941 / 940 / W-2 under its own EIN — grouping doesn't change filings, only navigation and consolidated reporting.

Where: Dashboard → Client Groups (/client-groups).

Steps:

1. Open /client-groups.
2. Click New group (top right).
3. Type the group name, optional description, optional parent legal name and parent EIN. Tick ACA aggregated ALE group if these entities count as one ALE under ACA's 50-FTE rule.
4. Click Create.
5. Open the group's row (click its name) to add member clients. The detail page is at /client-groups/[groupId].
6. Use the table to scan Name · Parent entity · Members · ACA aggregated ALE · Created. The trash icon at the row's right deletes the group; members get ungrouped, not deleted.

Who: Accountants only.

Notes: The empty state shows No groups yet with a Create first group button — most firms never need groups. Reach for groups only when you've actually got a holdings structure, a consolidated tax filing, or an ALE-aggregation requirement to satisfy.

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Related: Add and onboard a client · Team & permissions · Bulk payroll & alerts.