Menu Bar Overview

When you log in to PracticeFlow, the main navigation bar appears across the top of the screen. This menu provides access to the core areas of the application:

Dashboard – A high-level, visual overview of task statuses across each service, colour-coded by status.

Organisations – A list of your business clients, typically limited companies, partnerships, or sole traders.

Individuals – Clients such as company directors who require personal tax returns or other individual services. Individuals can also be prospects or contacts.

Tasks – A comprehensive task management interface. Tasks can be filtered, sorted, and task status updated at the line level or within the individual task pane.

Documents – A central view of documents held against Organisations, Individuals, tasks and Client Portal requests, with options to search, preview and download files.

Selecting a record from the Organisations or Individuals screen will open a panel on the right-hand side containing all of the relevant details and configuration settings.

You can expand the view of the side panel to full screen using this button.

On the same top bar, on the right-hand side, you will also find:

• Wide or compact screen view toggle.
• Search icon (magnifying glass) – for locating clients or tasks by name.
• Settings (cog icon ⚙️) – for managing configuration of users, templates, services, etc.

Help & Support – opens the Start a conversation panel, where you can use AI Answers, search the Help Centre or contact the support team by email.

See Getting Help and Contacting Support for more information.