Navigating the dashboard
Your Accupe dashboard is designed to give you a complete overview of your firm at a glance.
Sidebar navigation
The left sidebar contains links to every major section:
- Dashboard returns you to the overview.
- Clients shows all client records.
- Jobs lists active and completed jobs.
- Documents opens the secure Vault.
- Settings contains billing, team, and firm configuration.
Dashboard cards
The main panel displays live cards including:
- Active Jobs with progress indicators.
- Upcoming Deadlines sorted by urgency.
- Recent Activity showing the latest actions by your team.
- Compliance Status highlighting any overdue checks.
Quick actions
The floating action button in the bottom-right corner lets you:
- Create a new client
- Start a new job
- Upload a document
- Log time
Keyboard shortcuts
Press ? anywhere in the dashboard to see a list of keyboard shortcuts for power users.