Kenny Li's Portfolio

Integration settings

Authorize and configure third-party services such as CarbonAI and Google.

Main dashboard

The main dashboard shows an overview of the client's financial activities.

Login screen

Login page with secure authentication for accountants.

Google login

Google account login for accessing synced client files from Google Drive.

Client management

Manage client profiles, view history, and organize documents.

User settings

Account settings for the self-employed accountant managing the platform.

Contracts page

Review and manage service contracts and agreements.

Invoices management

Centralized view of invoice history, status, and downloads.

Financial report

Detailed financial summaries from integrated platforms like QuickBooks.

Transactions

View and verify incoming and outgoing transactions.

Activity logs

Track changes and access logs across the platform.

Integration settings

Authorize and configure third-party services such as CarbonAI and Google.

Main dashboard

The main dashboard shows an overview of the client's financial activities.

Login screen

Login page with secure authentication for accountants.

Google login

Google account login for accessing synced client files from Google Drive.

Client management

Manage client profiles, view history, and organize documents.

User settings

Account settings for the self-employed accountant managing the platform.

Contracts page

Review and manage service contracts and agreements.

Invoices management

Centralized view of invoice history, status, and downloads.

Financial report

Detailed financial summaries from integrated platforms like QuickBooks.

Transactions

View and verify incoming and outgoing transactions.

Activity logs

Track changes and access logs across the platform.

Integration settings

Authorize and configure third-party services such as CarbonAI and Google.

Vartika - Finance Management System