TF
TaxFlowPractice workload manager
+ Add job

PRACTICE OVERVIEW

Workload dashboard

Keep client work moving, track progress and capture important notes.

View pending report ↗
Open workload3All unfinished jobsPending0Not startedIn progress0Currently being worked onReady for review2Awaiting review

Jobs

Update status, progress, due dates and special notes.

Show completed jobs
Reset
✓

No jobs found

Try changing your filters or add a new job.

Add your first job