Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

Discovery

Here's what we found. Review the scope, then approve.

Last updated 09:34Refresh
Approved

Approved by practice.manager@example.com at Mon 12 Oct 2026 10:02

Downloading has started.

after changing folders, to update the figures (takes a few minutes)

What we found · discovered Mon 12 Oct 2026 09:14

1,284
Client folders
37 in more than one place · 12 possibly the same client · 4,120 files outside client folders
182,340
Emails
41.7 GB (estimated) · 2,310 junk/system left out
214,560
Unique files
OneDrive, 42.5 GB · 18,322 identical copies (6.1 GB) downloaded once
84.2 GB
Estimated download
about 6.5 hours at 3.6 MB/s
Processing time
9.1–19.4 h
about; rough rates until Phase A measures them
Space needed
120.5 GB
of 1830.0 GB free on the firm drive
Plan
Download everything in one pass, overnight.
Not visible to this sign-in
  • Teams/SharePoint: 2 sites found, not read
  • Shared with this user: 14 items
  • Online archive, shared mailboxes: not checked
  • Other staff: each person signs in separately

What's in the documents · sample of 300 documents, Mon 12 Oct 2026 10:02

Kind of documentRead In total (est.)YearsDetails found (share of documents)
Individual tax returns34~6,8202015–2025taxable income 100%, salary wages total 82%, net rental income 41%, partnership trust distributions 29%, interest income 62%, spouse taxable income 38%
Financial statements30~2,4102016–2025revenue 97%, net profit 97%, total assets 90%, borrowings 63%, properties and vehicles 57%, distributions 33%
Notices of assessment22~5,1102016–2025taxable income 100%, tax payable 95%, refund or owing 91%
Activity statements (BAS)20~3,9202019–2025total sales g1 95%, gst on sales 1a 95%, wages w1 40%
Company tax returns18~1,1502017–2025total income 100%, net profit 94%, shareholders directors 89%, loans to shareholders 22%
Loan statements16~9602021–2025lender 100%, closing balance 94%, interest rate 81%, repayment 69%, fixed rate expiry 38%
Depreciation schedules12~6402018–2025property address 92%, assets 83%, total closing value 75%
Super statements12~1,3802020–2025balance 92%, fund 100%, contributions ytd 58%
Trust distribution minutes9~4102019–2025beneficiaries 100%, financial year 89%

Emails: 41 of 60 sampled emails mention client facts: tax 15, property 9, refinancing 6, business 6, family 4, retirement 3.

Counts and percentages only, the same as Mortgage Collective sees. Totals are estimated from file names.

Adjust scope

OneDrive folders

Untick folders the device should leave out (staff, personal, software…). Code, media and backups are already left out.

Include folderFilesGB
120.1
110.1
100.1
90.1
80.1
70.0
60.0
50.0
40.0
30.0
10.0
20.0
10.0
10.0

Excluded: 1

Email folders

Junk and Outlook's system folders are left out. Deleted Items is kept, for completeness.

Include folderEmailsGB
120,00030.1
40,0008.2
9,0001.1
5,0000.4
2,3000.1
100.0

Excluded: 3

Email senders · top 150 by number of emails

Untick senders whose emails add nothing about clients (newsletters, software notices). Unticked senders' emails are never downloaded. Leave anything you're unsure about ticked.

Include senderTypeEmails
looks automated5,000
4,975
4,950
4,925
looks automated4,900
4,875
4,850
4,825
looks automated4,800
4,775
4,750
4,725
looks automated4,700
4,675
4,650
4,625
looks automated4,600
4,575
4,550
4,525
looks automated4,500
4,475
4,450
4,425
looks automated4,400
4,375
4,350
4,325
looks automated4,300
4,275
4,250
4,225
looks automated4,200
4,175
4,150
4,125
looks automated4,100
4,075
4,050
4,025
looks automated4,000
3,975
3,950
3,925
looks automated3,900
3,875
3,850
3,825
looks automated3,800
3,775
3,750
3,725
looks automated3,700
3,675
3,650
3,625
looks automated3,600
3,575
3,550
3,525
looks automated3,500
3,475
3,450
3,425
looks automated3,400
3,375
3,350
3,325
looks automated3,300
3,275
3,250
3,225
looks automated3,200
3,175
3,150
3,125
looks automated3,100
3,075
3,050
3,025
looks automated3,000
2,975
2,950
2,925
looks automated2,900
2,875
2,850
2,825
looks automated2,800
2,775
2,750
2,725
looks automated2,700
2,675
2,650
2,625
looks automated2,600
2,575
2,550
2,525
looks automated2,500
2,475
2,450
2,425
looks automated2,400
2,375
2,350
2,325
looks automated2,300
2,275
2,250
2,225
looks automated2,200
2,175
2,150
2,125
looks automated2,100
2,075
2,050
2,025
looks automated2,000
1,975
1,950
1,925
looks automated1,900
1,875
1,850
1,825
looks automated1,800
1,775
1,750
1,725
looks automated1,700
1,675
1,650
1,625
looks automated1,600
1,575
1,550
1,525
looks automated1,500
1,475
1,450
1,425
looks automated1,400
1,375
1,350
1,325
looks automated1,300
1,275

Excluded: 2

Client directory · 1,284 client folders, read-only

Each client folder becomes a household. Possible duplicates (5 here) are asked on the Questions page.

Show all 40 client folders
Client folderFilesGBNewestWhere
Example, Alex & Sam 0 possibly the same as Example, A300.02026-09-30Clients/Example 0; Archive/2019/Example 0
Example, Alex & Sam 1310.12026-09-30Clients/Example 1; Archive/2019/Example 1
Example, Alex & Sam 2320.22026-09-30Clients/Example 2; Archive/2019/Example 2
Example, Alex & Sam 3330.32026-09-30Clients/Example 3; Archive/2019/Example 3
Example, Alex & Sam 4340.42026-09-30Clients/Example 4; Archive/2019/Example 4
Example, Alex & Sam 5350.52026-09-30Clients/Example 5; Archive/2019/Example 5
Example, Alex & Sam 6360.62026-09-30Clients/Example 6; Archive/2019/Example 6
Example, Alex & Sam 7370.72026-09-30Clients/Example 7; Archive/2019/Example 7
Example, Alex & Sam 8380.82026-09-30Clients/Example 8; Archive/2019/Example 8
Example, Alex & Sam 9 possibly the same as Example, A390.92026-09-30Clients/Example 9; Archive/2019/Example 9
Example, Alex & Sam 10401.02026-09-30Clients/Example 10; Archive/2019/Example 10
Example, Alex & Sam 11411.12026-09-30Clients/Example 11; Archive/2019/Example 11
Example, Alex & Sam 12421.22026-09-30Clients/Example 12; Archive/2019/Example 12
Example, Alex & Sam 13431.32026-09-30Clients/Example 13; Archive/2019/Example 13
Example, Alex & Sam 14441.42026-09-30Clients/Example 14; Archive/2019/Example 14
Example, Alex & Sam 15451.52026-09-30Clients/Example 15; Archive/2019/Example 15
Example, Alex & Sam 16461.62026-09-30Clients/Example 16; Archive/2019/Example 16
Example, Alex & Sam 17471.72026-09-30Clients/Example 17; Archive/2019/Example 17
Example, Alex & Sam 18 possibly the same as Example, A481.82026-09-30Clients/Example 18; Archive/2019/Example 18
Example, Alex & Sam 19491.92026-09-30Clients/Example 19; Archive/2019/Example 19
Example, Alex & Sam 20502.02026-09-30Clients/Example 20; Archive/2019/Example 20
Example, Alex & Sam 21512.12026-09-30Clients/Example 21; Archive/2019/Example 21
Example, Alex & Sam 22522.22026-09-30Clients/Example 22; Archive/2019/Example 22
Example, Alex & Sam 23532.32026-09-30Clients/Example 23; Archive/2019/Example 23
Example, Alex & Sam 24542.42026-09-30Clients/Example 24; Archive/2019/Example 24
Example, Alex & Sam 25552.52026-09-30Clients/Example 25; Archive/2019/Example 25
Example, Alex & Sam 26562.62026-09-30Clients/Example 26; Archive/2019/Example 26
Example, Alex & Sam 27 possibly the same as Example, A572.72026-09-30Clients/Example 27; Archive/2019/Example 27
Example, Alex & Sam 28582.82026-09-30Clients/Example 28; Archive/2019/Example 28
Example, Alex & Sam 29592.92026-09-30Clients/Example 29; Archive/2019/Example 29
Example, Alex & Sam 30603.02026-09-30Clients/Example 30; Archive/2019/Example 30
Example, Alex & Sam 31613.12026-09-30Clients/Example 31; Archive/2019/Example 31
Example, Alex & Sam 32623.22026-09-30Clients/Example 32; Archive/2019/Example 32
Example, Alex & Sam 33633.32026-09-30Clients/Example 33; Archive/2019/Example 33
Example, Alex & Sam 34643.42026-09-30Clients/Example 34; Archive/2019/Example 34
Example, Alex & Sam 35653.52026-09-30Clients/Example 35; Archive/2019/Example 35
Example, Alex & Sam 36 possibly the same as Example, A663.62026-09-30Clients/Example 36; Archive/2019/Example 36
Example, Alex & Sam 37673.72026-09-30Clients/Example 37; Archive/2019/Example 37
Example, Alex & Sam 38683.82026-09-30Clients/Example 38; Archive/2019/Example 38
Example, Alex & Sam 39693.92026-09-30Clients/Example 39; Archive/2019/Example 39