Driver operations
One place to see deadline risk, readiness, unresolved bookkeeping and automated follow-up across the client book.
Demo environment: reminders are simulated locally. Nothing is emailed.
ClientReadinessMTD positionNext action
Daniel BrooksBolt · daniel@example.com37% · critical7 review · 2 docsQ1 · overdue11 days overdueQ1 MTD update overdueHMRC not connected
Sara MalikUber · sara@example.com68% · high4 review · 1 docsQ2 · needs reviewDue 7 Nov 2026Review 4 bookkeeping itemsHMRC connected
Aisha KhanUber + Bolt · aisha@example.com76% · medium1 review · 2 docsQ2 · documents missingDue 7 Nov 2026Upload August Uber statementHMRC connected
Maya RahmanUber + Private Hire · maya@example.com84% · medium0 review · 0 docsQ2 · draftDue 7 Nov 2026Connect HMRCHMRC not connected
Demo Uber DriverUber + Bolt · driver@example.com92% · low0 review · 0 docsQ2 · ready for clientDue 7 Nov 2026Approve cumulative Q2 snapshotHMRC connected
Owen PriceUber · owen@example.com98% · low0 review · 0 docsQ2 · submittedDue 7 Nov 2026No action neededHMRC connected
What POL is doing in the background
NOWAutomation scan completed · 6 clients assessed
✓Portal reminder queued for Maya Rahman
✓Email reminder queued for Daniel Brooks
Escalate before the deadline becomes a problem.
30 daysPortal nudge
7 daysEmail reminder
3 daysPriority email
OverdueCritical operations queue
Bookkeeping blockedClient confirmation request
HMRC disconnectedConnection reminder