Practice dashboard
Morning, Jordan 👋
⏱ Timer running — VAT201 Recon · Acme Trading (Pty) Ltd · 1h 24m
My tasks this week
10
2 overdue · 1 today
Approvals back
3
2 approved · 1 changes
Hours saved this week
14
FreedomOS automation
Pending change requests
2
From clients · proof attached
Your week
My tasks
2 overdue
1 today
7 this week
EMP201 mid-year recon — Hartman Logistics
Hartman Logistics (Pty) Ltd
3d overdue
Provisional Tax (mid-year) — Botha Family Trust
Botha Family Trust
1d overdue
VAT201 — Acme Trading (Pty) Ltd · APR 2026
Client approval received · ready to submit
due today
CIPC AR + BO — Stellenbosch Cellars (Pty) Ltd
Reg anniversary May · BO docs sent to client
due 28 May
PAIA filing — Stellenbosch Cellars (Pty) Ltd
Annual · due 30 June
due 30 Jun
EMP501 mid-year recon — Hartman Logistics
6 months ending Aug · submission Sep–Oct
due 31 Oct
ITR12 — Sipho Mokoena
Non-provisional individual
due 23 Oct
ITR12 — Anna van Niekerk
Provisional individual
due 22 Jan
📬 Awaiting reply
Acme Trading — VAT201 query
Quintin Wiehan · 2h ago
SARS — IT3(b) follow-up
no-reply@sars.gov.za · 4h ago
Hartman — Bank stmt clarification
accounts@hartman.co.za · yesterday
✅ Approvals back
VAT201 — Acme Trading
APR 2026 · Approved
EMP201 — Coastal Cleaners
APR 2026 · Approved
CIPC AR — Stellenbosch Cellars
FY2026 · Changes requested
📅 Next deadlines
VAT201 — Cat A clients
Last working day of May
EMP201 submission
7 June (or Friday before)
PAIA — Stellenbosch Cellars
30 June
📝 Change requests
Acme Trading — Phone change
021 555 1234 → 021 555 9999 · proof attached
Botha Family Trust — Address
New residential · utility bill attached
Done for you, this morning
Today, FreedomOS handled
📲 3 Telegram pings for client approval decisions
VAT201 Acme · EMP201 Coastal · CIPC Stellenbosch
✉️ 5 deadline reminders emailed to clients
From the assigned TAC Rep, not a generic firm address
📋 11 tasks auto-generated from new clients
Hartman Logistics, Botha Family Trust · using SARS rules
🤖 Petty cash receipts auto-extracted (4 slips)
Vendor / date / total / VAT pre-filled · Claude Vision OCR
📥 Outlook flush sent 3 review-notification emails
From each user's mailbox · 15-min cron
⏱ Timer reminders nudged 2 staff who left timers running
Wanda · Christelle
This is the actual portal.
Sample data · sample firm "Sterling & Co". After your onboarding call, this is what you log into — branded as your firm, populated with your clients.
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