Workflow and Task Management

Build a workflow once, run it for every client. Tasks route themselves, with the documents and context attached.

∙ Recurring work templates standardise reviews, filings and repeat client jobs. Build the recipe once, run it per client, per quarter.
∙ Task assignment so ownership is explicit: each step is created and routed automatically, with its documents already attached.
∙ Critical deadline tracking for the dates that carry a penalty, with the client's own step inside the job rather than in an inbox.
∙ Bottleneck visibility: one board shows every live task with a named owner and how long it has sat there, grouped by process or by person.
∙ Process standardisation makes the good way the default way, so a new starter runs year-end the way your best manager does.
Staff exit protection: steps are assigned to roles, not names, so nothing stalls when someone leaves and no evidence leaves with them.
Loop-back on change requests: the task returns to the right person with everything attached, no restart and no re-keying.
Runs alongside IRIS, CCH, Xero, TaxCalc and Access. Keep the practice management system you already pay for.