Your Workspace
What this is
The Client Workspace is your home screen as an accountant. It shows where every client is in the journey from invitation to quarterly filing.
What you see on screen
When you log in as an agent, you land on the Workspace at /app/workspace. The page shows:
- Search and filters - find clients and filter by journey status or deadline
- Journey status - see the client’s current state and next action
- Next deadline - see the next quarterly deadline where available
- HMRC feedback - spot responses that need attention
- HMRC invitations - review recent invitations associated with your ARN
How to use the workspace
Navigate between clients
Select any client row or card to open /app/workspace/:clientId. This also sets the active taxpayer context. The client page contains the authorisation journey, client details and shortcuts to Income Sources, Quarterly Statuses, Upload Quarterly Data and Past Submissions.
Quick actions
From the workspace you can:
- Add Client - enter the information needed to create an HMRC invitation
- Next action - continue the client’s current onboarding or filing step
- Check status - refresh a pending or uncertain authorisation state
- Open client page - review and act within that client’s context
Monitor your practice
The workspace shows an aggregated view across all your clients, making it easy to:
- Spot clients who still need authorisation
- Identify upcoming deadlines before they become overdue
- See which clients have HMRC feedback that needs attention
Things to know
- The workspace shows your entire client base. Unlike the individual dashboard which shows one person’s data, the workspace aggregates across all clients in your practice.
- Client selection lives in the app header and client workspace context. You do not choose a client inside the upload form.
- The quarterly navigation includes Dashboard, Income Sources, Quarterly Statuses, Upload Quarterly Data and Past Submissions.
- The tax year selector in the header controls which tax year’s data you see. Make sure it is set correctly when reviewing obligations or submissions.