Reports

Ongoing maintenance of all clients as well as individual accounts from an administrative standpoint.

Dashboards

• Client Overview and Book Analysis Dashboard
• Practice Management Dashboard
• Overview of Dashboards 

Reports Overview

• Account Administration Reports Overview
• Overview of Account Index Page 
• Overview: Systematic Plans Index Page
• Overview of Contacts Index Page

Account Administration Reports

• Expiring W-8BEN Report
• Expiring W-8BEN-E Report
• Expiring Withholding Statement Report
• Expiring Treaty Statement Report
• RESP SIR Registration Rejection Report
• RESP Grants Rejection Report
• RESP Registration Rejection Report
• Restricted Accounts Report
• TFSA Registration Rejection Report
• RDSP Registration Rejection Report
• RDSP Grant Bond Refusal Report

Contacts Reports

• Clients Turning 71 Report
• Expiring Non-Resident Report
• Returned Email Report
• The Return Mail Report

Systematic Plans Reports

• The Depleting Systematic Plans Report
• The All Plans Report