Hub Admin

Behind the scenes: every tool on the Hub, where it stands, and whether its link is in.

Tools on the Hub

ToolRoleStatusLinkDrop in → Get back

Dashboards

File Aging & Turnaround → — managers and partners only (has client names)

How a T2 package moves through the tools

  1. Caseware batch PDF prints the file
  2. Profile builds the return PDF
  3. Letter generator writes the enclosure letter and payment schedule
  4. Assembly QC checks the folder and writes one report
  5. Savannah reviews the report, not the package