TODAY'S QUEUE
GOOD AFTERNOON
Today's Work
Loading staff profile…
Connecting
DUE TODAY0Tasks and deadlines
OVERDUE0Needs immediate attention
ACTIVE CLIENTS0Bookkeeping engagements
TAX IN PROGRESS0Open tax workflows
PAID REVENUE$0Recorded payments
VAULT / DOCS0Documents awaiting review
GROWTH INTELLIGENCE
Bookkeeping promotion alert
RECENT INTAKE
Newest requests
MONTHLY WORK
Bookkeeping progress
Smart Books staff system is checking the v1.12 backend.
ONE CLIENT RECORD
Clients 360°
Bookkeeping, tax, Vault, tasks, billing, communications, and deadlines in one place.
MONTHLY CLOSE
Bookkeeping Work Center
See every active client's month, staff assignment, status, review state, and next action.
TAX PRODUCTION
Tax Work Center
Individual, Individual Plus, Small Business, 990-EZ, and 990 workflows with intake, documents, staff, QC, and filing status.
| Client | Product | Tax Year | Checklist | Status | Assigned | QC | Vault | Action |
|---|
BACKLOG CONTROL
Catch-Up Bookkeeping
Track selected months, additive progress, assignment, target date, and the affordable catch-up price.
SECURE DOCUMENT CONTROL
EAV Secure Vault
Smart Books stores document status and secure links only. Sensitive files stay inside EAV Secure Vault.
VAULT CONNECTION
Connection settings
DOCUMENT STATUS
Needs review
| Client | Document | Category | Tax Year | Status | Received | Secure Link |
|---|
SMART WORK QUEUE
Tasks
Assigned work, due dates, instructions, priorities, and review requirements.
| Due | Client | Task | Category | Priority | Assigned | Status | Review |
|---|
COMPLIANCE CALENDAR
Deadlines
Client deadlines, tax dates, sales-tax work, monthly close dates, and reminders.
CLIENT CONTACT
Communications
Email from Smart Books when the Netlify email function is configured; text/call links open the staff device. Every action can be logged.
Send client email
TEMPLATES
Quick messages
| Date | Client | Channel | Recipient | Subject | Status |
|---|
PREPARED → REVIEWED → APPROVED
QC Review
Review-required bookkeeping, compliance, reports, and tax work before client delivery.
PAID REVENUE$0Recorded paid payments
EXPENSES$0Recorded Smart Books expenses
OPERATING PROFIT$0Revenue minus expenses
ACTIVE MONTHLY VALUE$0Quoted monthly engagements
Payments
Expenses
SEASONAL GROWTH CALENDAR
Bookkeeping Marketing Alerts
Know when to start promoting the next bookkeeping need before the client feels the deadline pressure.
| Season | Campaign | Audience | Offer | Channels | Action |
|---|
SHARED CRM ROUTING
Contacts Routed to Smart Books
Elite EV CRM Core remains the central contact source. Accept a routed contact into Smart Books without creating a duplicate CRM contact.
| Company | Contact | Score | Priority | CRM Stage | Value | Route | Action |
|---|
NEW BUSINESS
Client Intake Requests
Public bookkeeping and tax interest enters here and can be converted into staff work.
| Received | Client | Plan / Interest | Total | Status | Action |
|---|
FUTURE-WORKER READY
Staff & Roles
Create each worker in Supabase Authentication. Their first Smart Books login creates a staff profile; Owner/Admin can then assign the operating role here.
Roles available: Owner, Admin, Reviewer, Bookkeeper, Tax Preparer, Assistant. Sensitive role changes are protected by the Smart Books role-update RPC.
WORK THE SMART BOOKS WAY
SOP & Training
Future workers can open a procedure while completing the task instead of relying on memory.
Affordable Smart Books pricing
Smart Books remains intentionally positioned for startups and small-to-medium businesses.
Monthly bookkeepingSmart Start — from $199/monthSmart Growth — from $349/monthSmart Strategy — from $499/month
Add-onsCatch-Up — $30/month selected; 12 months $299 upfrontSales Tax Support — from +$75/monthPayroll Coordination — from +$75/monthManagement Reporting — from +$99/month1099 Support — from $75/year
Tax returnsIndividual — from $175Individual Plus — from $249Small Business — from $399990-EZ — from $249990 — from $349
ACTION CENTER
All Alerts
Operational alerts plus manually promoted seasonal marketing actions.