Overview
Active Parent Tasks
—
across all engagements
Overdue Tasks
—
past due date
Active Engagements
—
across all clients
Completion Rate
—
parent tasks completed
Upcoming Deadlines
Parent tasks sorted by nearest due date
| Client | Engagement | Service | Status | Due | Progress |
|---|
Service Mix
Tasks by department
My Tasks
To Do
0
Tasks where you are the preparer
To Approve
0
Submitted tasks waiting for your review
Parent task info
Child tasks
Documents
Completed Tasks Archive
Parent tasks confirmed and archived by Partner or Admin
Team Roster
Accountants, tax specialists, payroll and Fin Ops staff
User Management
Manage login accounts and access roles
View only. Partner or Admin role is required to make changes.
Service Groups
Departments used across tasks, clients, engagements and team members.
Task Frequencies
Recurrence options when creating parent tasks.
Order-to-Cash (O2C) Process Guide
How services flow from client registration through to cash collection. Click any stage card to see the full workflow checklist and role permissions.