Client command
Start with Reyes Foods Trading
The hub keeps the most important client move above the registry so daily work starts with judgment, not browsing.
Escalate the missing payroll support items and confirm whether the filing deadline can still be met.
The client is active but has a growing compliance risk because key remittance support is missing.
Workflow map
Practice workflow
Client work is the handoff point between sales promise, document evidence, deadlines, books, and final review.
Active
1
Stable recurring delivery
Onboarding
1
New client setup
Risk
1
Needs escalation
Follow-up
6
Open client tasks
Find
Filter clients
Search stays available, but it no longer dominates the page.
Priority Clients
Risk and onboarding lanes
The first cards are the clients most likely to block revenue, compliance, or delivery rhythm.
Compliance Risk / Reyes Foods Trading
Paula Reyes
Escalate the missing payroll support items and confirm whether the filing deadline can still be met.
Onboarding / Northline Retail Supply
Alyssa Mendoza
Collect the remaining BIR documents and confirm the month-end reporting cadence.
Active / Santos Design Studio
Marco Santos
Review the next quarterly tax milestone and confirm the expense support package is complete.
Registry
Client registry
| Client | Status | Service | Next action |
|---|---|---|---|
Alyssa Mendoza Northline Retail Supply | Onboarding | Monthly bookkeeping and tax compliance | Collect the remaining BIR documents and confirm the month-end reporting cadence. |
Marco Santos Santos Design Studio | Active | Freelancer tax compliance retainer | Review the next quarterly tax milestone and confirm the expense support package is complete. |
Paula Reyes Reyes Foods Trading | Compliance Risk | Payroll and remittance support | Escalate the missing payroll support items and confirm whether the filing deadline can still be met. |