-Client Tasks

  • What is a Client Task?-

    Client Tasks make it easy for you, the accounting professional, to send and track requests sent to the client for information. For your client, Client Tasks make it easy to respond and know what answers and items you are still waiting for. In Client Hub the process works like this: The accountan...

  • How to create a Client Task in the Client Workspace -

    Client Tasks are an easy way for you to send reminders or gather information from your client to help you get your work done. When creating a Client Task, the message should be written with the type of response you are requesting in mind. For best results, make sure your message is clear and conc...

  • How to create Client Task Templates -

    To help simplify the process of requesting information from your clients, you can create client task templates of one or more client tasks. This feature is handy for new client on-boarding or for those recurring requests for the same information. How to Create a Client Task Template Under the C...

  • How to edit, close or delete a Client Tasks -

    If you create a Client Task and need to edit the contents, follow the instructions below: Click on the Client Task card to display the details on the slider. Clicking on the Actions icon (...) Select Edit Make the appropriate changes then click Save Changes To close or delete a Client Task. Cli...

  • How to Use a Client Task Template -

    Select Clients & Workspaces from the left navigation, and select the desired Client Workspace. At the bottom of the Client Task panel, click the Create Client Tasks button. Click the Load from Templates link at the top of the window. Select the template to use. If you need to edit the text of...

  • How to use the Auto-Remind feature for Client Tasks (enable & disable) -

    This feature can be enabled when creating a Client Task or after the Client Task has been created and the client is not responding. Add auto-remind to a new client task In the New Client task dialog box, toggle the Auto-Remind Client switch to the on position Select the number of days to wait u...

  • Batch send Client Tasks or Messages -

    The Batch feature allows you to create a single Client Task or Message and send to multiple client workspaces with a single click: Click the Batch Actions button next to the search field at the top of the client list (Blue box with a checkmark) Check the boxes next to each client name to select...

  • How to delete or update a Client Task template -

    Go to Templates on the left navigation Click on Client Task Templates at the top of the page Click on the template you want to delete Select the Edit or Delete Template button