Advisory Dashboard

You can use the Dashboard in Advisory to access Checkpoint daily news and PPC’s Practitioners Tax Action Bulletins, open calculators, and access help in our Help & How-To Center.

To open the Dashboard, click Dashboard in the toolbar.

The dashboard contains various widgets that are grouped by category.

Checkpoint

Widgets in this section contain links to Checkpoint Daily News and PPC's Practitioners Tax Action Bulletins.

Checkpoint Daily News

  • Articles tab: Lists news articles available for viewing. Click a news article to access more information.
  • Follow Up tab: Lists news articles that you have flagged for follow up. Click a news article to access more information.
  • Actionable / Follow Up / Completed: Indicates when you want to follow up on an article or you have completed review of an article. In the right column, click Actionable to change the action to Follow Up as a reminder to view the article in the future. Click Follow Up to change the action to Completed once you’ve finished reading or researching the information.
  • Filter by All or Unread: Allows you to filter the list of articles. Click All to view all available news items, or click Unread to view only the articles that you have not yet read.
  • Load More: Loads more articles for viewing. If you do not find the news item that you need, click Load More to view additional articles.

    Note: You can load articles up to the previous six months.

  • Search: Enter a keyword or phrase in this field to find articles relevant to your needs within the current results.

News / Current Awareness - Actionable Items

  • View in Checkpoint: Click to open the article in Checkpoint.

    Note: The option to View in Checkpoint requires a Checkpoint subscription.

  • Actionable: Click to change to Follow Up or Completed. The action will also show in the right column of the Checkpoint Daily News widget.

PPC's Practitioner Tax Action Bulletins

Note: All of the Practitioner Tax Action Bulletins require a subscription to view the full document or access any related practice aids.

Click a tile to open the PPC’s Practitioner Tax Action Bulletins panel where you'll see a synopsis of the article, as well as links to any related practice aids, such as a template to use when sending a client letter or email on the topic, when available.

  • Click here link: Opens the eStore where you can subscribe to Tax Action Bulletins.

    Note: Onvio Advisory customers receive a 20% discount on Tax Action Bulletins. You will see the discount in your cart.

  • Actionable Items - View in Checkpoint: Opens the article in Checkpoint.

Customize the Dashboard

You can customize the Dashboard by selecting the services you offer, reordering the dashboard sections, and rearranging or hiding widgets.

Note: The custom dashboard is unique to each individual login for Advisory.

Advice Type

You can select a line of Advisory services that you offer so that you will see only widgets and items relevant to those services.

Note: The services available are the services that you set up in Setup > Advisory Setup

  1. In the Advisory Dashboard, click the Advice Type field.
  2. Select the service for which you want to view relevant news, bulletins, and calculators.

Widgets

  1. Click the icon in the lower, right corner to activate edit mode.
  2. Do any of the following while in edit mode.

    • Click and drag widgets within each section to rearrange them.
    • Click in a widget, and click Hide to hide it.

      Note: Hidden widgets are represented by buttons placed at the bottom of the dashboard section. Click Show to restore a hidden widget.

    • Click and drag a section heading in the left column to reorder dashboard sections.
    • Click next to a section in the left column to hide an entire section.
  3. When you are finished customizing your dashboard, click in the lower, right corner of the screen to save your changes.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


Was this article helpful?