The FinPro dashboard is your central hub for managing client connections, sending invitations, tracking acceptance statuses, and downloading transaction reports. Navigate the FinPro Dashboard with ease using the features listed below.
View connected clients
- Ensure the 'client' option is highlighted under 'select list.'
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Access detailed information about connected clients, including their full name, email address, account registration status, and the date of the initial connection.
Download quarterly and annual reports
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Within the same view, download transaction reports for individual clients, providing in-depth insights into their transaction history and balance summaries.
Connect an API Key to Koinly or Crypto Tax Calculator
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Optimise your client transaction view and reporting by integrating an API key with Koinly or Crypto Tax Calculator. Transactions will be automatically synced for effortless management.
View invited clients and manage client invitations
- Explore a dedicated section displaying clients to whom you've sent invitations.
- Obtain information including their full name, email address, date of invitation, and expiration date (invitations expire after 7 days).
- Track the status of your client invitations directly on the dashboard and stay informed about whether a client has accepted or rejected your invitation.
Search functionality
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Utilise the search bar to look up specific clients by entering their name or email address, streamlining your access to relevant information.
