Insights app

Insights provides accounting partners with a centralized hub to monitor client activity. Users can track document-related trends from a single, high-level dashboard.

Access is currently available to partner space users with client document permissions. While the app presently mirrors the data found in the "Client insights" tab, it serves as a foundational tool for streamlined oversight. This consolidated view simplifies managing multiple clients by providing a clear snapshot of their document status.

See the complete breakdown in the release notes.