Manual and automatic tasks in one list
A partner can raise a task, and the compliance tracker raises its own as deadlines approach. Both land in the same place, so nobody needs to keep a private list.
Task Management
Every piece of client work, assigned and accounted for
Work in a practice arrives from two directions: what a client asks for, and what a deadline demands. AudiTax handles both as tasks on the client record, each with its own activity log.
Ownership you can see
Tasks carry an assignee, so \u201cwho has this\u201d is answerable without calling a status meeting.
A log on every task
Each task keeps its own activity log what changed, who changed it, and when which is what makes finished work defensible later.
Frequently asked questions
- Where do tasks come from?
- Two places: team members raise them manually, and the compliance tracker raises them automatically as client deadlines approach.
- Can completed tasks be exported?
- Yes, completed task export is available on the plans that include it.
- Does each task keep a history?
- Yes. A task activity log records what happened on the task.
- Can work be assigned across the team?
- Yes, tasks are assigned to team members inside your firm's workspace.