Accounting Firm Client Service Tracker Dashboard

By 57Network Consultancy Sdn Bhd

A Smartsheet-powered dashboard for accounting firms to track client service health across accounting, payroll, tax, audit, and secretarial services. Improve visibility, accountability, and customer service with automated reminders and real-time updates.

Contact 57Network Consultancy Sdn Bhd

Track Client Service Health

Designed for Managing Partners and teams in accounting firms, this dashboard provides a clear view of client service status across multiple services. Drill down into each client to monitor task progress, deadlines, and overdue items. Built with core Smartsheet apps, it includes automation for reminders and supports mobile access. The solution replaces spreadsheets with a collaborative, scalable system that improves team accountability and client satisfaction.
This dashboard gives the Managing Partner a bird’s-eye view of service health across all clients. It tracks key services like accounting, payroll, tax, audit, and company secretarial. Each service shows a status indicator and links to drill down into individual client dashboards.
This dashboard shows detailed task progress and overdue items for a specific client. It includes service-specific breakdowns (e.g., audit, tax, payroll) with completion percentages and task timelines. Helps teams stay accountable and ensures deadlines are met.
The solution includes automation to remind users of upcoming and overdue tasks. Notifications help teams act before deadlines, reducing missed compliance dates and improving customer service. Automation is built using Smartsheet’s core capabilities.

How to get it:

Purchase the solution directly from 57Network, including Smartsheet licenses, implementation, onboarding, and support. Customization and bundling with cybersecurity and collaboration tools are available. Contact us to get started.