ARK Dashboard — ARK Financial

All Clients

Business Name ↕	Entity Type ↕	Services ↕	Status ↕	Account Manager ↕	Onboarding	Health

AM Center

Name	Title	Email	Phone	Clients	Open Tasks	Active Leads	MRR	Status

🔍 Search

📋 NH Report

New Hire Center

Name	Client	Date of Hire	Address	NH Report

📬 Postage

👥 Clients

📋 Compliance

🏦 ACH

⏱ Payroll

💡 Ideas

◷ Activity

📬 Postage Reports

Postage by Client

Custom date range summary

From

To

Last run: never

Postage by Account Manager

Previous month totals

Click "Run Report" to generate.

👥 Client Reports

Clients by Account Manager

Clients by Service

Clients by Entity Type

Clients by Status

▸

Full Client Summary

Click to expand

📋 Compliance Reports

Biennial Report Filing List

Clients with a Biennial Report Filing ID on file, grouped by Even / Odd year cycle

Click Run Report to generate the biennial filing list.

🏦 ACH Collections

ARK Bank Settings — Farmers & Merchants Bank

ODFI originator info written into every NACHA file header

▾

Generate ACH Collection File

Upload a QBO billing export CSV, match to clients, and download a NACHA .ach file

Step 1 — Upload QBO Billing Export CSV

📂

Click or drag & drop a QBO billing export CSV

Expected CSV columns: Customer Name (billing name), Amount — any QBO invoice/payment export with these two columns will work. Extra columns are ignored.

File Preview (first 10 lines)

ACH File History

Files generated this session and from previous sessions

No files generated yet.

⏱ Payroll Reports

Payroll Time Report

All employees · punches, hours, OT, PTO · sorted by last name

Pay Period

Select a pay period and click Run.

💡 Ideas & Feedback

Ideas & Feedback Report

All submitted ideas and feedback, grouped by category, status, or priority

Group By

Status Filter

Choose a grouping and click Run.

◷ Activity Log

Full Activity Log

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New Hire Report — Unfiled

Shows all employees whose new hire report has not yet been printed & filed

Click Generate Report to load all employees whose new hire report has not yet been filed.

State New Hire Reporting — Fax Reference

Source: U.S. Dept. of Health & Human Services, Office of Child Support Enforcement (2025)

State	Fax Number	Phone	Deadline	Email / Website

📝 File Returns

📚 Filing History

📋 Client Filing Info

🗂 Rate Database

🧮 Scooters Calculator

Upcoming Filings

Clients with filing automation configured

📝

Select a client to file a return

Pick from the list on the left to start a new filing.

Franchise	Store	City	State	Calc Sales	Calc Tax	Notes
Enter values and click Calculate

🏖

Your PTO Balance

— hours

⏱ Clock In / Out

Employee

Date

Time

Add PTO

Date

Hours

Select an employee to see their timecard.

💬 SMS

Send text messages to client contacts

Client

Message

0 / 160

Messages

0 conversations

Select a conversation

📠 Fax

Send and receive faxes via Sinch

Document

📄

Drop file here or click to browse

PDF, DOC, TXT, PNG, JPG, TIF

Recipient Name

Fax Number

Cover Sheet Message (optional)

💬 Team Chat

Internal team messaging

Select a conversation

📬 Inbox

support@arkhub.us — Goodman Classic

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📝 Lead Center

Track every conversation from first hello to signed deal.

Total Leads

0

⚠ Follow-up Due

0

In Pipeline

0

Proposals Out

0

Pipeline Value

$0

est. monthly MRR

Won This Month

0

Company / Contact	Stage	Est. Value	Next Follow-up	Last Touch	Source	AM
No leads yet — click + New Lead to add your first one.

Client	Type / Services	Fee	Created	Status	AM
No proposals yet.

Overdue

0

Due Today

0

This Week

0

Done This Month

0

Name ↕

Client ↕

Size ↕

Modified ↕

Actions

📋

1099 Center

Manage 1099-NEC, 1099-MISC, and 1099-INT entries. Maintain your vendor library and generate eFileMyForms-ready exports.

1099-NEC 1099-MISC 1099-INT eFile Export Vendor Library

Open 1099 Center →

🧾

Sales Tax Center

Track client sales tax filing info, back-calculate taxable sales from PBi exports, and run the Scooters Coffee tax calculator.

Client Filing Info Scooters Calculator Back-Calculation

Open Sales Tax Center →

🗂

W-2 Center

Enter and manage employee W-2 records for all active clients. Generate SSA-compliant EFW2 and EFW2C files for original filings and corrections.

W-2 Entries W-2c Corrections EFW2 Export EFW2C Export Export Log

Open W-2 Center →

🏛

EFTPS Payment Builder

Generate EFTPS Batch Provider import files for ES estimated tax payments and ad-hoc 941/940 deposits. Schedule monthly payments across remaining months of the tax year.

ES Scheduler Ad-Hoc 941/940 Batch Import File Payment Log

Open EFTPS Builder →

📋

W-9 Generator

Search a client and instantly generate a pre-filled W-9 form from CRM data. Print or download as PDF.

Auto-Fill from CRM Print / PDF All Entity Types

Open W-9 Generator →

💼

QBO Integration Center

Push journal entries and expenses to QuickBooks Online. Multi-company support with OAuth 2.0 — sandbox and production environments.

Journal Entry Builder Expense Push Multi-Company Activity Log

Open QBO Center →

Key Filing Deadlines — Federal

Jan 31W-2s to employees & SSA

Jan 311099-NEC to recipients & IRS

Feb 281099-MISC paper filing (IRS)

Mar 311099-MISC e-file (IRS)

Apr 15Individual income tax (Form 1040)

Apr 15S-Corp & Partnership extensions

Mar 15S-Corp / Partnership returns

Sep 15Extended S-Corp / Partnership

Oct 15Extended individual returns

Quarterly941 payroll tax deposits

📋 1099 Entries

	Payer (Client)	Vendor / Payee	Type	Amount	Tax Year	Logged By

✅ Submitted 1099s

	Payer (Client)	Vendor / Payee	Type	Amount	Tax Year	Exported

🏢 Vendor Library

All vendors · W-9 on file

Vendor / Payee	Tax Classification	TIN / EIN / SSN	Address	W-9 on File	1099s Issued

📤 eFileMyForms Export

Generate import-ready CSV files for eFileMyForms · one file per form type per client

Select a year and click Export CSV to generate your eFileMyForms import file.

📄 W-2 Entries

✏️ W-2c Corrections

📤 EFW2 Export

W-2 Entries

Search to view records

🔍

Search to view W-2 records

Enter an employee name, SSN, or select a client to load results.

🏛 EFTPS Payment Builder

Generate import files for the EFTPS Batch Provider Software · ES Scheduler & Ad-Hoc Payments

Build ES Schedule

Client *

SSN from client record — override if needed

EFTPS PIN

Tax Year

Annual ES Amount ($) from client record — override

Schedule Type

Start Month first payment this month, then 15th

Settlement Day of Month except first payment

Payment Preview

Configure options and click Generate

#	Settlement Date	Tax Period	Amount
Configure options on the left and click Generate Preview

Client	Form	Period	Settlement	Amount
Add payments on the left

Team & Users

Manage dashboard user accounts, roles, and access

First ↕ \| Last ↕	Role ↕	Email	Clients ↕	Open Tasks	Status	Last Login	Actions

General

☕ Scooter's

🍵 HTeaO

🥚 Deviled Egg Co

Transactions

Reports

Sync

🔧

Select a tool above to get started

Activity Log

Connection Config

OAuth 2.0 Disconnected

Token Expiry —

Environment Production

Company Scope —

☕

Scooter's Coffee — Journal Entries

Upload data → preview → push to QBO

1 · Upload

2 · Review

3 · Confirm

📊

Upload Power BI Sales Export

Drop an Excel file (.xlsx) containing daily sales data from Power BI

📁 Drag & drop Excel file here, or browse

W-9 Generator

Search a client · auto-fill from CRM · print or save as PDF

Client Search

Type to search clients

📋

No client selected

Search and select a client to generate their W-9

—

Form W-9

(Rev. March 2024)
Department of the Treasury
Internal Revenue Service

Request for Taxpayer

Identification Number and Certification

Go to www.irs.gov/FormW9 for instructions and the latest information.

OMB No. 1545-0003

1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.

2 Business name/disregarded entity name, if different from above

3a Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.

4 Exemptions (codes apply only to certain entities, not individuals)

Exempt payee code (if any)

Exemption from FATCA reporting code (if any)

3b If on line 3a you checked "Partnership" or "Trust/estate," or checked "LLC" and entered "P" or "S" or "C" in the space, check the appropriate checkbox: C C corporation, S S corporation, P Partnership

5 Address (number, street, and apt. or suite no.)

6 City, state, and ZIP code

7 List account number(s) here (optional)

Part I — Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding.

Social security number

Employer identification number

Part II — Certification

Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number; 2. I am not subject to backup withholding; 3. I am a U.S. citizen or other U.S. person; 4. The FATCA code(s) entered (if any) indicating I am exempt from FATCA reporting is correct.

Signature of U.S. person ▶

Signature

Date ▶

Date

General Instruction: Section references are to the Internal Revenue Code unless otherwise noted. For the latest information about developments related to Form W-9 and its instructions, go to www.irs.gov/FormW9.

Override / Edit Fields

Changes here update the form above only — not saved to CRM

Line 1 — Name

Line 2 — Business Name

Street Address

City, State, ZIP

EIN

Exempt Payee Code

3a — Tax Classification

Individual / Sole Proprietor C Corporation S Corporation Partnership Trust / Estate LLC Other

Client Import Wizard

Upload a CSV · AI maps your columns · you review and approve · clients load into ARK

🔒

Security reminder: Do not include EINs, SSNs, bank account numbers, routing numbers, passwords, or EFTPS PINs in your import file. Those fields are entered manually through the client record after import. Your file is read entirely in your browser — it never leaves your machine.

1

Upload File

2

Map Columns

3

Review & Approve

4

Import Complete

📂

Drop your CSV file here

or click to browse · Accepts .csv files

Choose File

PTO Center

Approve requests, manage employee balances, and review history.

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Today's Meetings

Upcoming

Meeting Log

Schedule Meeting

Client

Title

Date & Time

Duration

Create Zoom meeting

Meeting Stats

Tools

Small utilities used across the firm. Click a tool to launch it.

Staging Environment

Test sandbox — safe to experiment. Data does not sync with production.

Open Staging →

Deploy Status

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Recent Changes on Staging Branch

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