Task Assignment, Prioritization & Recurring Setup

Create tasks once and automate them forever.

How it Works

• Assign tasks to staff or groups (ex: GST filing team)
• Use workflow templates for common services
• Mark as recurring – daily, weekly, monthly, or custom
• Add priorities, checklists, attachments & client data

Use Case

Set up a monthly recurring GST filing task for all clients with auto-reminders and prefilled subtasks (e.g., data collection, verification, filing, confirmation).

Benefits

• No missed deadlines
• Predefined structure saves time
• Better workload balancing

One-Time vs. Recurring Services Tracking

Track compliance and non-compliance services with clarity.

How it Works

• Tag each task as One-Time or Recurring
• Use task labels for easy filtering (e.g., Income Tax, Audit, ROC)
• View all client deliverables in calendar or Kanban board

Benefits

• Compliance services never missed
• Easy to plan capacity for recurring peak seasons
• Reduced dependency on team memory

Calendar View & Kanban Boards

Plan weekly or monthly team workload at a glance.

How it Works

• View task deadlines across the firm in calendar view
• Use Kanban boards to check task stages (ex: Assigned → In Progress → Sent to Client → Approved)

Benefits

• Visual workload clarity
• Easy rescheduling of urgent tasks
• Client-wise task status overview

Client & Project-Wise Bifurcation

Handle hundreds of clients with no confusion.

How it Works

• Manage clients as “Projects”
• Assign tasks under each client with full visibility
• Upload client-specific docs and comments in task threads

Benefits

• All service history available per client
• Easy tracking during audits or follow-ups
• Centralized communication per project

Time Tracking & Team Performance Analysis

Track how long your team spends on each service.

How it Works

• Use manual or timer-based time entries
• Auto-capture working hours linked to each task
• Get user-wise time and productivity reports

Benefits

• Monitor efficiency across teams
• Justify billing with time logs
• Improve time estimates for future work

Approval Flows, Audit Logs & Compliance

Maintain checks and balances for critical deliverables.

How it Works

• Enable approval for specific task types (e.g., balance sheet sign-off)
• Maintain log activity for task status changes
• Keep attachments, comments, and decisions centralized

Benefits

• Zero miscommunication
• Better internal controls
• Full audit trail for quality and compliance

Automated Daily Reports & Dashboards

Stay informed without asking.

How it Works

• Get morning & evening reports on scheduled/completed tasks
• Use dashboards to view pending work, team load, and client status
• Generate PDF/Excel reports for internal or client sharing

Benefits

• No micromanagement
• Transparent operations
• Smoother client communication