Dashboard
Review workspace
Document readiness triage for Malaysian professional firms. All findings are evidence-backed and require human approval before any external action.
Active Cases
4
Pilot sample cases
High Risk
3
Evidence gaps to review
Low Risk
0
Ready for sign-off
Medium Risk
0
Attention needed
Client Case Dashboard
Status, risk level, assessment year, and reviewer assignment.
| Client | Status | Readiness | Risk | AY | Reviewer | Next Action | Open |
|---|---|---|---|---|---|---|---|
FIRDAUS BIN ISMAIL IG 1177728010 | Docs Uploaded | Docs Missing | HIGH | 2025 | Nurul Aisyah (Tax Associate) | Follow-up sent 12 May for missing medical receipt. Await client response before escalating to Chen Wei Lin. | Open |
AMINAH BINTI HASSAN IG 2288394521 | Ready For Review | Docs Missing | HIGH | 2025 | Ahmad Zaki (Tax Associate) | All evidence complete. Ready for Chen Wei Lin sign-off before client proceeds with MyTax filing. | Open |
RAZAK BIN AHMAD IG 3399182736 | Docs Uploaded | Needs Review | REVIEW | 2025 | Chen Wei Lin (Senior Reviewer) | Escalated to Partner Lim. Outstanding RM6,070 and YA2023 desk audit require partner approval before proceeding. | Open |
TAN MEI LING IG 4412987653 | Docs Missing | Docs Missing | HIGH | 2025 | Siti Mariam (Tax Associate) | Client travelling until 15 May. PA confirmed documents will be submitted upon return. Follow-up scheduled 16 May. | Open |