ANNA business dashboard
Welcome to ANNA's Accountant Dashboard Demo.
To navigate use the 'Next' and 'Previous' buttons at the bottom of your screen
To navigate use the 'Next' and 'Previous' buttons at the bottom of your screen
Your KYB tasks list
It looks like this list is empty
To add your first client, press the button above:
- You will be prompted to fill in the some information about your client for us to be able to recognise them when they log in. Enter their email – and they will receive a log in link, and you will see them on the list with the “Invited” status.
- As soon as your client uploads the documents, their status will change to “In Progress”, and we will start the checks.
- After we’ve done our checks, you will receive a notification email and the status of your client will be updated to “Done”. This dashboard will contain information on the check we performed and our decision.
