NexGen Accounting Group • Austin & Houston, Texas
Client Activity & Consultation Hub
Monitoring client form submissions, scheduled CPA appointments, and portal registrations in real-time.
Total Form Inquiries
0
0 unread / new requests+18% this month
CPA Consultations
0
Selected appointment slotsActive Calendar
Portal Registrations
0
Verified client accounts+24% new signups
Action Required
0
Awaiting CPA responseAll Caught Up
Recent Form Submissions & Bookings
Live feed of incoming consultations from the website
Status:
| Client Name | Contact Info | Services | Appointment Schedule | Status | Actions |
|---|---|---|---|---|---|
No submissions match your filters Try clearing search or changing status filters. | |||||
Recent Portal Signups
Registered through the client portal modal
Upcoming CPA Consultations
Booked client consultation appointments