Practice workspace

Who sees Practice

Practice is for professionals serving several companies: counsel, preparers and platform admins. Company seats work inside one company and do not use it.

Its sidebar holds Needs you, the reports waiting on you across clients; Clients, the portfolio below, with Invite a client for a company you advise; and Firm, your roster and engagements.

What the portfolio table shows

Each row is a client where you hold a counsel or preparer seat, directly or through your firm.

• Health: the same 0 to 100 score and A through F grade as the company dashboard.
• Next deadline: the nearest unsatisfied obligation, with days remaining or past due labeled in ET.
• Next task: the report waiting on you, with its due date. A report that is past your step (signed off) is one line instead, "with the company · your step is done", one still on its way to you reads "reaches you next", and one at your step that a colleague signs off or clears reads "your firm is reviewing", so a deadline is never shown as yours after you have done your part. A deadline the client's plan does not draft (a 10-Q on Section 16, any company-only checkpoint) stays in the Next deadline column and is never your task.
• Seat: your role on that client, counsel or preparer.
• Rows sort by what needs attention first: past due, awaiting your review, then due within 7 days, and by due date within each.

Open a client workspace

Selecting a client row switches your session to that company and your role there, and lands on the client's Overview: what waits on you there and the reports in progress.