✅ Task Management
Streamline your tax practice operations with powerful task management. Assign tasks to team members, track progress, and automate workflows to ensure nothing falls through the cracks.
Task Management Features
Task Creation & Assignment
Create detailed tasks and assign them to team members with due dates, priorities, and specific instructions.
- Task templates and categories
- Priority level assignment
- Due date tracking
- Team member assignment
Workflow Automation
Automate routine tasks and create workflows that trigger based on client actions or tax season schedules.
- Automated task creation
- Conditional workflows
- Recurring task schedules
- Integration with contacts
Progress Tracking
Monitor task completion rates, team productivity, and identify bottlenecks in your tax practice operations.
- Task status updates
- Progress dashboards
- Team performance metrics
- Completion rate tracking
Smart Notifications
Stay on top of deadlines with intelligent notifications and reminders for overdue or upcoming tasks.
- Deadline reminders
- Overdue task alerts
- Team notification system
- Custom notification preferences
How Task Management Works
Create & Assign Tasks
Create tasks for tax preparation, client follow-ups, document collection, and other practice activities. Assign them to specific team members.
Set Up Automation
Configure automated workflows that create tasks based on client actions, tax deadlines, or seasonal schedules.
Track Progress
Monitor task completion, update statuses, and track team productivity with real-time dashboards and reports.
Optimize Workflows
Analyze task data to identify bottlenecks, improve efficiency, and optimize your tax practice operations.
Benefits for Your Tax Practice
⚡ Improved Efficiency
Reduce manual task management and streamline operations with automated workflows and clear task assignments.
👥 Better Team Coordination
Ensure everyone knows their responsibilities with clear task assignments and progress tracking.
📈 Increased Productivity
Track team performance and identify areas for improvement to boost overall practice productivity.
🎯 Better Client Service
Never miss important deadlines or client requests with systematic task management and automated reminders.
Ready to Streamline Your Task Management?
Transform how you manage tasks and workflows in your tax practice. Assign tasks, track progress, and automate routine operations with Conecta.