AI Command Center
Tax year 2025 · Monday, November 2, 2026 · Live practice overview
53 h
Illustrative admin time saved this month
Assumption: 15 min per document, 30 min per scheduled meeting, 18 h reminders.
Avg. client readiness: 76%
Documents collected per week
Engagement status
Staff workload
Recent activity
- Sofia Ramirez uploaded a 1098 Mortgage Interest form2026-11-02 · 08:42
- AI sent 6 reminders for missing W-2 forms2026-11-02 · 08:15
- Sunrise Bakery LLC moved to Staff Review2026-11-01 · 17:30
- Michael Chen booked a virtual meeting for Nov 32026-11-01 · 15:05
- Carmen Delgado asked about her refund status2026-11-01 · 11:20
Client readiness
Maria Gonzalez
50%
James Whitaker
100%
Sofia Ramirez
100%
Michael Chen
50%
Ana Lucia Torres
100%
Robert Hayes
0%
Carmen Delgado
100%
David Kim
33%
Isabel Navarro
100%
Thomas Reed
100%
Lucia Fernandez
100%
Kevin Brooks
50%