What your accountant needs from you, and what they are working on, without an email chase.
Everyone sees what is outstanding
The work your accountant needs from you, visible without an email chase.
Assigned, not implied
A task has an owner and a status.
Tied to the engagement
Tasks live with the work they belong to.
How it works
- 1
A task is created
By your professional, as part of the work.
- 2
You see it
In your portal, with what is needed.
- 3
It closes
Done items drop off; open ones stay visible to both sides.
Tasks questions
Tasks are driven by the engagement, so your professional sets them and you can see and respond to them.
Reply in messages — the conversation and the task live in the same workspace.
Try tasks free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.