A 360-degree view of tasks with complete control
An organized approach to keeping a grip on all tasks.
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Task management features
Create custom fields
Make the task management more efficient and organized with custom field functionality that supports various field types like URL, dropdown, label, and more. Customize the fields according to your specific requirements and project needs.
Create recurring tasks
Make your routine accounting tasks quick and easy with our automated scheduling feature. Set tasks to repeat weekly, monthly, quarterly, or annually, and effortlessly cross them off your list.
Create subtasks and a checklist
Create subtasks and checklists to break down complex accounting processes into manageable steps. Manage your to-do lists in an organized and efficient way and keep your accounting process in order.
Optimize your task management process
Enable task privacy
Keep your task details and communications confidential between the task creator and the assignee. Using private mode, securely create and assign tasks without worrying about the work being seen by people not involved.
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Create templates
Create templates and set them automatically recurring for routine activities such as onboarding, payroll, and monthly bookkeeping for each client, saving valuable time.
Time tracking
Get a better understanding of your team's workload with a time-tracking system. A comprehensive overview of estimated and actual task completion times, allowing for effective team management and strategic planning to ensure tasks are timely.
The advantages that you enjoy!
Better control and visibility
Enhanced task management
Organize everything in one place
Better focus on high-priority work
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