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 — 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. All four show live counts and click through — Pending Payrolls and Upcoming Filings open the Client Operations grid (below) filtered to that lens.
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: All four dashboard tiles show live counts (Pending Payrolls and Upcoming Filings are no longer the old static 0). Clicking either one drops you into the Client Operations page scoped to that lens, so you can act on them straight from the tile.

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.

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 runs server-side across the whole filtered set (not just the visible page) and resets you to page 1. Click Send onboarding packets in the top-right to bulk-send e-sign packets across every client at once.

Can't find a client in search? Search only looks across clients you've been given access to. If you're a Manager or Viewer and a client you expect isn't showing up — even by exact company name or EIN — it almost always means an Owner or Admin hasn't assigned it to you yet. Ask them to open Team → Members, click Manage clients on your row, and assign the client. Owners and Admins see every client, so a client missing for them instead means it hasn't been added to the firm.

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 All 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.

Query your whole book (Client Operations)

What it does: One cross-client grid — a row per client across your entire book — so you can answer "who's ready to run, who's pending, what's missing, what's due" without opening each client one at a time.

Where: Dashboard → Client Operations (/client-ops), or click the Pending Payrolls / Upcoming Filings dashboard tile.

Steps:

1. Open /client-ops. The grid shows one row per client with Run readiness, a Next run date, a pending-payroll count, missing-config flags, and the next filing with its urgency.
2. Use the quick-filter lenses across the top to narrow the book: Blocked, Pending (runs awaiting approval or processing), Runs this week, Missing setup, Needs attention, and Filing overdue/rejected. Each lens shows its count.
3. Run readiness is Ready (green) or Blocked (red) — hover a blocked row to see the exact issues. There's no separate "Warning" state here; borderline items surface under the Needs attention lens.
4. The Next filing cell is color-coded by urgency — rejected, overdue, due-soon, or awaiting-ack — so the fire-drills stand out.
5. Search by name, filter by assigned teammate, and sort any column. Each row deep-links into the client screen that resolves it.

Who: Accountants. Manager and Viewer roles see only their assigned clients.

Notes: This is a read-and-navigate console — it doesn't run payroll or file anything itself; it points you at the client/page that does. For launching payroll across many clients at once, use Bulk payroll & alerts.

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.

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 group.
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.