The real challenge here seems less about putting everything into one dashboard and more about figuring out which part of the workflow actually causes the most friction for bookkeepers. I'd prioritize the workflow that repeatedly creates follow-ups or missed deadlines before expanding the feature set.
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The real challenge here seems less about putting everything into one dashboard and more about figuring out which part of the workflow actually causes the most friction for bookkeepers. I'd prioritize the workflow that repeatedly creates follow-ups or missed deadlines before expanding the feature set.