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Dashboard

Dashboards​

When you first enter Practice Gateway you will see the dashboard. The command bar (highlighted red) holds options relating to the screen you are viewing in any area of the application. The navigation pane (highlighted blue) enables you to view the different screens and features of Practice Gateway. Use the commands at the top of the screen to customise the dashboard with visual filters, summaries, etc. There are three individual dashboards that you can access (per individual client requirements) –

  • Personal Tax Returns
  • Specific Risk Assessment
  • UK Individual AM