Task templates

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Workflow Templates

Set up a workflow once, reuse it across every client. Apply a template to one client or a hundred — assignees and due dates resolve per client automatically.

New template

AllTaxBookkeeping AdvisoryPayrollUnassigned Archived

1120-S Return Tax

Full S-corp engagement from organizer through e-file.

Organizer→ Prep→ Review→ E-file

Engagement · 9 tasks Workpapers Mar 15

Apply Many clients Edit

Monthly CloseDraft Bookkeeping

Bank rec, adjusting entries and a client-ready package.

Reconcile→ Adjust→ Deliver

Engagement · 7 tasks

Apply Many clients Edit

Start blankAdd tasks and stages yourself

Templates›Edit template

1120-S Return Engagement · 9 tasks Service lineTax PipelineTax Prep Status DraftActiveArchived

Tasks in this engagement

1Send organizer

2Prepare {client} {period} 1120-S

3Manager review

4Partner sign-off

5E-file & confirm

Task title

Prepare {client} {period} 1120-S

Tokens: {client} {period} {year} — click to insert; filled per client at apply.

Client sees

Your {period} tax return

What the client sees in their portal. Leave blank and the portal shows a generic “Work in progress” — never the internal title.

Due date

Fixed datePeriod-relativeApply dateAfter predecessor

−30days from period end

Assign to

Specific personClient OwnerClient ReviewerUnassigned

Resolves to each client's default owner when the template is applied.

Subtasks — the prep checklist

Roll forward prior-year file

Import trial balance

Tie out fixed assets & depreciation

Add subtask