POLACCOUNTANCYPOL INTERNAL · PHASE 13 · DEMO

Accountant workspace

Your daily queue across MTD, bookkeeping, messages, tax review, documents and billing — prioritised by risk and urgency.

OperationsInbox
Demo environment: actions are local simulations. No client records are changed.
OPEN TODAY4Prioritised actions
CRITICAL1Do first
IN PROGRESS0Currently owned
EST. WORKLOAD60mVisible queue
ALL OPEN6Across workflows
● Critical● High● Medium
DAILY WORK QUEUE

Do the next right thing.

4 items
ACTIVITY

Workspace events

NOWDaily queue generated · 6 work items
✓1 overdue MTD item escalated
✓1 unread client reply added to queue
QUEUE LOGIC

How POL prioritises work

1Overdue HMRC / deadline blockers
2Ready-to-submit / final review
3Unread client replies
4Bookkeeping & document exceptions
5Billing / renewal / admin