Accounting CEOs: ensure tax tasks and checklists assigned

CEOs lose critical steps after tax services are accepted, risking late filings and client churn. Create tasks with subtasks, assignees, and due dates so the tax team starts on a clear schedule.

Overview

Missed onboarding steps put tax filings and client trust at risk. This workflow turns every accepted tax engagement into a scheduled project with owners and checklists, eliminating missed steps so your firm protects filing timelines and client relationships.

Notable Features

Create project tasks with checklists
Assign owners and due dates
Trigger tasks when engagement accepted