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Due date monitoring, task and project management features control the flow of important tax and other firm deadlines. Use our task management features to schedule work for your staff. Avoid last minute crisis and encourage efficiency!
Deadline tracking incorporates a comprehensive tax tickler and task management system that is easy-to-use and includes tax scheduling software for any kind of tax form or firm task. To save time, last years tracking events can be rolled forward to the next year with the click of a button. In addition, our due date monitoring software operates as a stand alone module or as an integrated and powerful tool within our time billing software....you need only setup the client once!
The scheduling tab in our tax scheduling software below shows which tasks and tax forms are being monitored for one specific client (see the client name shown in blue on the right side of the form). |
Command buttons are availlable to create notes about task progress, or to optionally record time entries for a task. These notes can be forwarded to other staff with attachments. If you have the calendar system, note reminders will popup to let staff know they have a message waiting. Prior years notes can also be reviewed by staff when doing the next years return or task to improve work efficiency.
New tasks or forms can be selected for a particular client by using the convenient drop down window shown below. You can also jump start your setup by copying groups of forms to clients with similar task profiles using our quick start utility (not pictured below).
Forms can be completed, extended and flagged in a variety of user defined states, i.e. info received, reviewed, prepared, etc. Our report generator will let you run due date lists based on these and other filters. |
