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Hours by Client
Open Tasks
What still needs to be done per client — recurring work, status, and linked time.
Work Log
Time entries and fixed-fee services.
+ Manually add a time entry
+ Add fixed-fee service
DateClientNotesStartTrackedBilledAmountActions
Expense Log
Client costs and reimbursable expenses. Fixed-fee services are in the Work Log.
DateClientDescriptionTypePaid WithAmountStatusActions
Client Trends
Hours worked per period, broken down by task.
Reports & Insights
Hours, billing status, and work mix — filter by period, person, client, or category.
Hours by Client
Hours by Category
Tasks
Clients
Settings
Your Details
Service Categories
Work types like Bookkeeping, Tax, or Payroll. Used to set per-client rates, tag time entries and recurring tasks, and group invoice lines.
Standard Task Catalog
Standard work items per category (e.g. Tax → Form 1040). Picking one when logging time writes a consistent, invoice-ready description and enables reporting per task type. Starts with the built-in tax/accounting/payroll catalog.
Changes apply after Save Changes (top right).
Standard Rates
Applied automatically to every client that has no rate of its own. A client profile can always override these.
Fixed Fee Services
Reusable invoice presets for fixed-price services such as registrations, deregistrations, and annual reports.
Sales Tax Filing Fees
Standard fixed fee in USD for each state filing. Selecting multiple states creates one invoice line per state.
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Team Access
Members are managed in Supabase for now. Superadmins and admins can manage company settings and invoices; users can track time in the shared company workspace.