For CPA founders: record delegated return dates instantly

Founder and CPA assign returns manually, so delegation dates are missed and returns age, risking late filings and client trust. Delegation dates are recorded so you can track and follow up.

Overview

Missed delegation dates create blind spots that can lead to late filings and erode client trust for small financial services firms. This flow stamps delegation dates on your client worksheet when an owner is assigned, turning informal handoffs into auditable records and visible action items. Ops leaders gain clearer ownership and faster follow-up on outstanding delegated returns.

Notable Features

Record delegation date on worksheet
Notify owner when assigned
Flag aging delegated returns for follow-up