Getting Started
Navigating the platform
Where to find reports, clients, the AUP module, settings, and the universal search.
5 min readUpdated 12 April 2026
The CPA office dashboard#
- Top bar — global search (
Ctrl/⌘ + K), notifications, language toggle, profile menu. - Left sidebar — Reports · Clients · Templates · CPA Office Settings.
- Pinned widgets — engagements due this week, open clarifications, recently uploaded evidence.
Inside a report#
- Stage rail at the top — jump between stages 1–8 in any order.
- Right inspector — opens contextual evidence, clarifications, and review-points for the current row.
- Action bar at the bottom — Save · Validate · Lock stage.
Keyboard shortcuts
Ctrl/⌘ + K opens search. Ctrl/⌘ + S saves the current grid. ] and [ move between stages. Shift + ? shows the full cheat-sheet.