To-do Tasks
Use this task type to add reminders for your client so they will not forget tasks they need handle
- Make estimates tax payments (add the date the payment is due and a link to the tax agency website)
- Collect W-9 forms for vendors (add the vendor name and ask the client to mark as done when the received the complete form and update the vendor record)
- File annual corporate report with the Secretary of State (add the due date and link to the website)
- Approve weekly employee time sheets
- Submit and/or approve employee expense reports
- Reconnect bank feeds in QBO or Xero
- Complete surveys (add a link to a survey or google form)
- Write a review ( add a link to your review sites - Google, Yelp, ProAdvisor, Xero advisor, …)
File Request
Use this type of task to collect documents to set up a new client or perform work for an existing client.
- Bank, credit card or loan statements (add the last 4 digits of the account number to the request for easier identification)
- Timesheets
- Loan documents & amortization schedules
- Receipts
- Vendor W-9 forms
- New Employee Paperwork
- Incorporation paperwork
- Tax returns
- Reports
Accept Decline
Use this task type to communicate information to your clients and get acknowledgement:
- Recap of phone conversations
- Authorization for requested changes
- Office closure notifications
- Changes to payroll schedules due to holidays
- Congratulations, Birthday or Anniversary message