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Create tax prep task with checklist and reminders

Create tax prep task with checklist and reminders

Your tax bookings and intake often arrive without an owner or checklist, leaving preparers unprepared. You get an assigned task and prioritized subtasks so work is ready before the appointment.

Create tax prep task with checklist and reminders

Overview

Turn every booking into a ready-to-work task so your small tax practice never scrambles before a client session. This flow routes ownership, creates prioritized subtasks, and delivers due dates within minutes of booking so preparers can start prep ahead of the appointment.

Create tax prep task with checklist and reminders