Welcome to the new practice dashboard!

We are pleased to announce an upgrade to the way you manage your Clear Books client portfolio, track compliance deadlines, and streamline your workflow. Based on your feedback, we’ve completely redesigned the practice dashboard to give you greater visibility and control over your practice.

The new dashboard will now act as your default landing page whenever you navigate to the practice module (via the "Practice home" or "My practice" links).

Custom layout

You can now toggle individual widgets on and off, and drag them into the exact order that matches your daily workflow. You can also use the "Customise dashboard" section to choose which widgets to switch on or off.

Making Tax Digital (MTD) Tracking

Stay ahead of HMRC deadlines with dedicated MTD widgets. Each widget features a Progress Wheel showing the number of fulfilled obligations due by the next deadline, a list of clients with pending obligations, and a direct title link to a fully sortable list page.

MTD VAT displays your total number of clients with MTD VAT obligations and highlights the next deadline across your entire portfolio.

MTD for Income Tax tracks your clients' quarterly obligations, showing the next upcoming deadline and exactly who still needs to submit.

MTD Tax Returns focuses on the January 31st deadline, listing all MTD tax returns with unfulfilled year-end obligations.

Limited companies and other clients

View your upcoming year ends for your company clients and other client types (partnerships, charities etc).

Drill down

Each widget will list up to 10 clients. Click the title, the total active clients number or the upcoming deadline to view all clients or obligations in a sortable list with filters.

Note: If a client is shown without any MTD obligation information, they haven't been set up for MTD yet. Click the client name and complete the MTD setup process and the dashboard will be updated with all the obligations for that client.

Templates

Access your practice templates directly from the list with one click, or navigate to the main templates page to create new ones.

Note: Templates simplify the process of setting up clients on full accounting subscriptions. The template feature is not available for new basic accounting sole traders and property clients.