Active Clients
647
↑ 12 this quarter
Returns In Progress
183
Individual + Entity
Bookkeeping — July
72%
↑ 8% vs. last week
Outstanding Invoices
$41,280
4 over 30 days
Returns needing review
Open clients →| Client | Type | Accountant | Status |
|---|---|---|---|
NB Ironvale Builders | 1120-S | Jen B. | Client Review |
SC Marlowe & Finch LLC | 1065 | Hallie D. | In Progress |
RA R. & M. Delgado | 1040 | Ken W. | Docs Due |
OP Pelican Pizza Inc. | 1120 | Ken W. | In Progress |
Team workload
This weekJBJen B.38 clients
KWKen W.44 clients
HDHallie D.29 clients
JoBJohn B.33 clients
Upcoming deadlines
JUL 8
6 entity extensions due
JUL 15
Q2 estimated payments — 41 clients
JUL 31
Payroll quarter close
Tax planning flags — auto-detected, no one had to check for these
Review →| Client | Trigger | Variance | Flagged | Status |
|---|---|---|---|---|
NB Ironvale Builders LLC | Net income vs. prior year | +14% (threshold 10%) | Oct 1, 2025 — auto | Planning call needed |
| Client | Client ID | Type | Accountant | Bookkeeper | Status |
|---|
| Client | Jan | Feb | Mar | Apr | May | Jun | Jul |
|---|
Complete
In progress
Not started
Needs attention
Click any month to see who last updated it, or change the status.
Client Workspace — Ironvale Builders
Operating Account
$48,120
Synced from bank · today
Outstanding Invoices
$6,400
3 invoices
Bills Due
$2,150
2 bills
Invoices
Bills
| Client | Type | Frequency | Last Run | Next Run | Status |
|---|
| Client | State | Frequency | Period | Due Date | Status |
|---|
| Client | Document | Requested | Status |
|---|
Extension filings — due Feb 15
| Client | Form | Due Date | Status |
|---|
Annual report filings — state annual reports, due Feb 15 if firm-authorized
| Client | State | Due Date | Status |
|---|
1. Client Information
Basic contact and identification details.
2. Business & Tax Setup
Determines which sheets and workflows this client needs.
3. Bookkeeping & Payroll
Sets up the recurring workflow the firm will follow.
4. Staff Assignment
Who on the team owns this client going forward.
| Client | Clients Sheet | Entity Tax | Bookkeeping | Match |
|---|
Firm profile
Firm name
West Coast Accounting and Tax
Locations
Sarasota & Bradenton, FL
Founded
1995
Active clients
647
Notifications
Client document reminders
Automatic — every 5 days
Staff Teams alerts
On — overdue items
Client email updates
On — invoice & filing status
Weekly firm digest
Fridays, 8:00 AM
Team
+ Add team memberAccess & permissions
Firm-wide role matrix| Role | Clients | Tax Returns | Bookkeeping | Payroll | Sales Tax | Documents | Activity Log | Settings |
|---|
Full access
Own clients only
View only
No access
Select a client and tax year on the left to view files.
Year-End Rollforward
Carries forward static client data into the new tax year while resetting year-specific statuses — the same logic originally worked out for the Firm Management Workbook, now built into the platform.
2025
Source Year
2026
Target Year
What carries forward
Static reference data — preserved exactly as-is.
Client contact info, address, and entity detailsCarries forward
Staff assignments (accountant, bookkeeper, payroll administrator)Carries forward
Payment method and formation infoCarries forward
Owners, Employees, and Contacts recordsCarries forward
Historical notes and prior-year document checklist historyCarries forward
What resets to default
Year-specific statuses — cleared so 2026 starts from a clean slate.
All individual & entity tax return statuses → Not StartedResets
All monthly bookkeeping statuses (Jan–Dec)Resets
All payroll and sales tax period statusesResets
Document checklist receipt status (current-year documents only)Resets
⚠ This action affects all active clients and cannot be undone once confirmed. Inactive clients keep their Out Date and are not included.
✓ Rollforward complete — Tax Year 2026 created
This module is next
This part of Meridian is being built in the next chunk of this project. The navigation is already in place so you can see how the full application will be organized.