Dashboard tiles

Your firm dashboard is built from tiles — small cards that each track one part of your practice. Each person picks their own set of tiles, so the dashboard you see is yours alone. Your changes don’t affect your teammates.

Open Settings → Dashboard tiles to pick which tiles to show and in what order. You’ll choose between 4 and 6 from the catalog of 13.

Pick your tiles

You’ll see two columns side by side:

• Active tiles on the left — what’s on your dashboard now, in display order.
• Available tiles on the right — everything else, grouped by category.

[Screenshot: Side-by-side tile picker with active and available columns]

To add a tile, click the + next to it on the right. To remove one, click the x next to it on the left. Drag the handle on a tile to change its order.

You need at least 4 tiles to save. You can have up to 6. The buttons disable when you hit either edge.

Click Save Changes at the bottom. Your dashboard refreshes immediately.

Reset to defaults

Click Reset to defaults to restore the set Assure Pro picked for your plan. This is useful if you’ve experimented and want to start over.

For most firms, the defaults are: Clients, Engagements, Engagement letters, Team load, Bottlenecks, and Document pipeline.

The 13 tiles

Tiles are grouped by intent. Most people pick a mix — one or two firm-wide views, plus a personal one like My work that matters every day.

Practice

Workflow

Personal

Team

Intake

Click into a tile

Most tiles are clickable. Clicking the tile (or its big number) jumps to the underlying screen:

• Clients → the Clients list filtered to Active
• Engagements → the Workflow Kanban
• My work → the Tasks screen filtered to your open tasks
• My inbox → the Communications inbox

Hover any tile to see a tooltip describing what it counts.

Tips

• Start with 4 and add as needed. Six tiles is a lot to read at a glance.
• One personal plus three firm-wide is a comfortable balance — keep My work alongside a few firm KPIs.
• Rotate seasonally. During tax season, Engagement letters and Document pipeline matter most. Off-season, lean on Onboarding and Clients.
• Owners often pick the default set above.

Why a minimum and maximum?

Fewer than 4 tiles leaves the dashboard looking empty. More than 6 makes it scroll-heavy and tiles below the fold get ignored. The 4-to-6 range keeps the dashboard focused.

What’s not here yet

• Custom tiles you build yourself — on the roadmap.
• Differently sized tiles — all tiles are the same size today.
• Filtering a tile to a date range, team, or other slice — each tile has a fixed scope (firm-wide or yours).
• Live updates — tiles refresh on page load.

Who can change tiles

Tile choices are personal to each user, so there’s no firm-level permission gate. If you can see the dashboard, you can configure your tiles.

A few tiles only show numbers if you have permission to see the underlying data:

If you don’t have the right access, the tile shows a dash instead of a number. You can still keep it on your dashboard.

Next

• Dashboard overview — what the dashboard does day-to-day.
• Reports — deeper analytics.
• Notifications and email — alerts for the things tiles track.