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Automatic Task Assignment And Tracking

We understand the importance of assigning the right tasks to the right people and tracking their progress to ensure timely completion. Our intuitive task assignment and tracking system is designed to streamline workflows, enhance team collaboration, and improve overall productivity.

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Effortlessly manage your firm’s workflow with our Automatic Task Scheduling feature. Designed to save time, reduce manual effort, and keep your team on track, this feature ensures that every task is scheduled, assigned, and tracked seamlessly.

Auto Task Assignment from Client Onboarding

Effortlessly kickstart projects with our Auto Task Assignment feature. From the moment a client is onboarded, tasks are automatically assigned to the appropriate team members based on their roles, expertise, and availability. This ensures:

  • Immediate task initiation
  • Consistent workflows
  • Reduced manual intervention, saving time and effort

Task Re-Assignment Made Simple

Workload changes or unexpected challenges? No problem. Our platform allows for seamless Task Re-Assignment, ensuring tasks are reassigned with minimal disruption. Benefits include:

  • Quick reallocation to the right team members
  • Improved task turnaround times
  • Flexibility to adapt to changing project needs

Real-Time Task Progress Monitoring

Stay on top of every project with Real-Time Task Progress Monitoring. Track the status of each task from start to finish with detailed dashboards and progress indicators. Key advantages include:

  • Visibility into project milestones
  • Instant updates on task completion
  • Early identification of potential delays

Team Monitoring & Performance Insights

Empower managers with the tools to Monitor Team Performance and productivity. Our system provides comprehensive reports and analytics, helping you:

  • Track individual and team performance
  • Identify high performers and areas for improvement
  • Ensure accountability and balanced workloads

Task Distribution by Manager

Managers have complete control over task allocation with our Task Distribution feature. Assign tasks based on skills, availability, and project requirements to maximize efficiency. Benefits include:

  • Balanced workload distribution
  • Enhanced collaboration and teamwork
  • Increased project accuracy and quality
Task Automation Illustration

Why Choose Our Task Management Solution?

Our task management features are designed to simplify operations, improve productivity, and ensure seamless collaboration across your team. Whether you're managing routine client tasks or complex projects, our system empowers you to work smarter, not harder.

Ready to transform your practice?

Contact us today to learn more about how our solutions can help streamline your accountancy operations and elevate client satisfaction.

Take advantage of these powerful features

Our accounting software is designed specifically for accountants.
It includes easy-to-use features that simplify complex tasks and enhance productivity, accuracy, and overall workflow.
The software is user-friendly for both experienced accountants and those new to the profession.