Firm Alerts

Issues and notifications needing your attention.

Client B’s bank connection broke three days ago. You didn’t notice because you were busy with other clients. Now their transactions are stale and you’re behind on reconciliation.

Alerts prevent this. Problems across all your clients — disconnected banks, overdue filings, unusual transactions — surface in one place. Red means urgent. Yellow means soon. You see what needs attention before it becomes a crisis.

Alert types

Type	Icon	Description
Critical	🔴	Requires immediate action
Warning	🟡	Needs attention soon
Info	🔵	FYI, no action required
Success	🟢	Completed or resolved

Critical alerts

These require immediate action:

Alert	Cause
Bank disconnected	Plaid connection failed
Negative cash balance	Account balance below zero
Overdue filing	Tax or compliance deadline passed
Failed payroll	Payroll didn’t process
Bounced payment	Payment returned or failed

Warning alerts

Address these within a few days:

Alert	Cause
Unreconciled (30+ days)	Bank account not reconciled
Large transaction	Unusually large expense or deposit
Duplicate detected	Possible duplicate transaction
Document request overdue	Client hasn’t responded
Low cash warning	Cash below threshold
License expiring	Business license renewal due

Info alerts

For your awareness:

Alert	Cause
Client login	Client accessed their portal
Document uploaded	Client submitted a document
New transactions	Bank synced new transactions
Report generated	Scheduled report is ready

Viewing alerts

Alert center

Click the bell icon to see all alerts. Alerts are grouped by:

• Today
• This week
• Older

Client alerts

View alerts for a specific client:

1. Open the client
2. Click the Alerts tab
3. See only that client’s alerts

Alert feed

The firm dashboard shows a real-time feed of alerts across all clients.

Managing alerts

Dismiss an alert

If an alert doesn’t require action:

1. Click the alert
2. Click Dismiss
3. Add a note (optional)

Dismissed alerts move to your alert history.

Snooze an alert

Delay an alert temporarily:

1. Click the alert
2. Click Snooze
3. Choose: 1 hour, 1 day, 1 week

The alert reappears after the snooze period.

Resolve an alert

When you’ve addressed the issue:

1. Click the alert
2. Take the suggested action (if any)
3. Click Mark Resolved

Alert rules

Customize what triggers alerts:

Cash threshold

Set a minimum cash balance that triggers warnings:

1. Go to client settings
2. Set “Low cash threshold”
3. Get alerted when balance drops below

Large transaction threshold

Flag unusually large transactions:

1. Set “Large transaction threshold”
2. Any transaction above this amount triggers an alert

Inactivity alerts

Get alerted if a client has no transactions:

1. Set “Inactivity threshold” (e.g., 14 days)
2. Alerted if no new transactions in that period

Notification preferences

Control how you receive alerts:

Email notifications

Setting	Options
Immediate	Critical alerts only
Daily digest	All alerts in morning email
Weekly summary	Weekly roundup on Monday
Off	Check dashboard only

In-app notifications

Desktop and mobile notifications for urgent items.

Team escalation

Set up escalation rules:

1. If alert not addressed in X hours
2. Escalate to senior team member
3. Notify firm admin

Alert history

View past alerts:

1. Go to Firm Settings → Alert History
2. Filter by client, type, or date
3. See how alerts were resolved

History is retained for 12 months.

Alert history helps identify patterns — like clients who frequently have issues.

Client onboarding

Set up new clients for success.