Main Dashboard Overview
Your Dashboard is the command centre of TaxLayer. It’s where you land after logging in and where you’ll always get an instant pulse on your clients, documents, and compliance health.
Think of it as your control tower: instead of jumping between menus, you see exactly what matters most — recent batches, client activity, and shortcuts to your next task.
🚀 First Steps: What You’ll See
A welcome message so you know which account you’re in (handy if you manage multiple).
Three Quick Actions that get you moving fast:
➕ Create Client
📂 Upload Documents
🧠 Train Brain AI
Your 5 most recent batches (with clear status indicators).
Your 4 most active clients (with error counts and activity metrics).
💡 Tip: After onboarding, the fastest way to get started is → Create Client → Upload Documents → Check results in Recent Batches.
⚡ Quick Actions
At the top of your dashboard you’ll see three cards designed for speed:
Create Client → Opens client creation instantly so you can add VAT details, country, and settings.
Upload Documents → Directly import invoices (PDF, CSV, Excel, or images) for validation.
Train Brain AI → Feed your AI context with company policies, charts of accounts, or workflow notes to improve accuracy.
👉 Use these shortcuts instead of navigating through menus — they save time every day.
📂 Recent Batches
This section shows your last 5 uploads at a glance.
Click a batch card to drill into document-level validation results, suggested fixes, and submission status.
💡 If you see nothing here yet, just upload your first documents to bring this section to life.
👥 Active Clients
Here you’ll see up to 4 of your busiest clients, ranked by recent document activity. Each client card includes:
Client name + VAT number
Country and currency
Quick metrics:
🔴 Errors
🟢 Batches
⚪ Documents
Clicking a client takes you straight into their dedicated dashboard with detailed history and error trends.
🛠 Troubleshooting the Dashboard
Don’t see your batch? Refresh the page or confirm the upload completed.
Metrics look off? Remember — error counts are all-time, not just this week.
Quick Actions not working? Check permissions or clear browser cache.
Loading feels slow? Large accounts may take a few extra seconds — contact support if delays persist.
🎯 How to Use the Dashboard Day-to-Day
Morning check → Look at Active Clients to spot urgent errors.
During the day → Use Quick Actions to process new invoices.
End of day → Confirm batches have validated successfully.
Weekly, use the Dashboard as a health check:
Spot error trends.
Identify where Brain AI needs more training.
Track client activity to see where workloads are increasing.
✅ Why the Dashboard Matters
Instead of flying blind, you always know:
Which clients need attention.
Which documents passed or failed validation.
What’s waiting for submission.
The Dashboard keeps accountants focused on exceptions, not routine work — turning compliance from a headache into a quick daily check.
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