CJ Workflow

Internal tools for CJ Financial.

Staff

📊Dashboard
Open jobs by stage, overdue work, time by client, compliance deadlines.
🏢Clients
Add clients, contacts, and staff assignments.
🤝Client Contacts
People at client businesses — not staff. Portal access and deactivation only.
🎯Leads
Track potential new clients across all three entities — Owner only.
📋Processes
Manage job templates and the ordered tasks each one consists of.
✉️Inbox
Personal and shared team mailbox.
📚Knowledge Base
Reference material and SOPs.
👤Staff
Who they are, login, role, qualifications — deactivate/reactivate access.
💰Pay
Payroll run history, and per-staff pay rate — Owner only.
💵Advances
Staff cash advances repaid via wage deduction — Owner only.
🎓Skill Progression
Two career tracks, quiz-gated — Bookkeeping and Accounting, each Junior → mid → Senior.
📨PMB Intake
Review new-client data parsed from PMB emails — fallback for when the PMB webhook doesn't fire.
🪪My Profile
Your own profile — including a salary advance balance, if you have one.

Client-facing

🔑Client Portal
Milestones, task requests, meeting booking — requires a client contact's magic-link login.

Not for staff login — this is what clients see, useful here mainly for previewing/testing.