| The founders of our company were
practicing CPA's that understood the importance of meeting deadlines.
A good due date monitoring program lets you know when client information
is received, the status of work, and how and when the finished
product is delivered to the client. The tax tickler report below
shows all the incomplete returns for partner "FOL". In addition,
the tax tickler system allows you to select items based
on their status level: in this case, in partner review or below.
Please review the due
date monitoring and task
management screens
for more information about our tax tickler system and how it
can help your firm manage its deadlines. The tax tickler system
integrates with our time and billing software or can operate
as a stand-alone tax tickler software product. The benefits of integration include
eliminating the need to enter client information twice!
In 2003, we added the ability to track time for each task activity within our time and billing software. The result has been great reports that compare budget to actual hours! |
