Simplified Client Management with Advisor Dashboard
Manage all clients from one place to work more efficiently and focus on delivering client value.
Manage All Clients with a Centralized Platform
No more juggling multiple logins. Save time by managing all your clients from one secure dashboard with features like simple onboarding, granular team permissions, and full visibility into how you manage account access.
Work Efficiently While Protecting Sensitive Client Information
Establish seamless workflows securely across all clients on Justworks. Set up permissions across your team easily while keeping client information protected. Clients can see who on your team has access to their accounts, building trust in your firm’s commitment to data security.
Big Impact for Small Business Clients
Thousands of accountant partners are using Advisor Dashboard to streamline client management.
1,000+
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Focus Your Time on What Matters
Save time and effort as your practice grows, our Advisor Dashboard is designed for ease of use across your team. This means training new and existing team members is worry-free. With features that are easy to implement into your current tech stack, scaling your business while maintaining efficient workstreams is effortless.
"As we grow, I think that it's helpful to have [Justworks], even if we were to scale back…Justworks just makes it so much easier than trying to manage multiple platforms for different things."
Lahari Neelapareddy
Founder & CEO, LN Accounting Advisor LLC
Explore Partner Story
Get Dedicated Partner Support
Experience the full value of Advisor Dashboard with dedicated partner support for platform troubleshooting or client questions. Our award-winning support team will ensure you get the assistance you need at your convenience. Plus, our escalation process ensures critical issues receive attention without delay.
See How Advisor Dashboard Works
Get a preview of how Advisor Dashboard works with a look into its features and functionality.
Boost Productivity & Client Satisfaction
Simplify client management, save time, and improve your team's experience — all with Advisor Dashboard.