User Review
( votes)Looking for office time/task management software related to clients.
Office is an accounting/CPA office and needs something to help with the following:
General items that are important:
- easy to read daily/weekly view to see calendar and tasks on one screen
everything to do for a day including calendar and tasks should be on one screen, not have to check multiple places to know what needs to be done - tasks need to send notifications to 2 people, person who created the task and the person who completed the task
- must integrate with google workspace calendar
- would be nice integrate with google workspace tasks
- everything revolves around clients, managing client lists and tagged to calendar and tasks would be nice
Reception Person:
- view everyone's schedule
- add/edit other peoples calendar
- add/edit other peoples tasks
Data Entry Person:
- have client tasks that need to be done regularly, monthly/quarterly/annually
- recurring tasks need to be automatically created on a schedule and need to have a deadline
e.g. a task automatically is created on the 10th of everything month that needs to be completed by the 15th of every month - client tasks can have multiple steps involving more than one person
e.g.- #1 data entry person enters/prepares books/data
- #2 CPA reviews, approves or sends notes back to data entry on items to change/correct. if changes needed, we go back to step #1
- #3 data entry person submits/files
CPA person:
- schedule meetings/calls with clients
- easy to manage task priority and completion
- view everyone's schedule
- add/edit other peoples calendar
- add/edit other peoples tasks
Thanks.
submitted by /u/korazy
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