A simple app to manage your team’s tasks,
projects, clients & business workflows
Use boards to easily manage any
team, project, client or workflow
Assign tasks, sub-tasks and set
due dates to promote ownership
Get started in seconds with over
+100 custom made templates
Discuss task details in context
and keep things organized
Use kanban view to easily
manage any workflow
Use calendar view to easily track
due dates and deliverables
Track your team’s progress
visually with Table view
Create a bird-eye view for
all of your teams’ work
Centralize all your discussions
into one simple to use inbox
Add custom fields to enrich your
tasks with important context
Add tasks, attachments, reminders
and notifications in WhatsApp
Customize your notifications to get
only the updates you care about
Organize all your calendar events
and tasks in one place
Any.do works with over +6000
apps to automate your work
Streamline business processes
without breaking a sweat
Syncs across all your devices
In the realm of tax consultancy, efficiency and organization are paramount. Task management flows in Any.do offer a robust framework for assigning, tracking, and completing a myriad of tasks inherent to the industry. By using Any.do, tax consultants can create seamless processes that account for every step in tax preparation and compliance. Take for instance the tax filing season; with precise task management, consultants can keep track of client instructions, document submissions, and important dates with ease. The intuitive task assignment and tracking features ensure that no task, deadline, or requirement falls through the cracks, allowing consultants to deliver impeccable service consistently.
Effective communication within a tax consultancy team can be a game changer. Any.do's chat collaboration around tasks enhances team coordination by providing a platform for discussions specific to each task. This feature is particularly beneficial in scenarios such as auditing or tax strategy sessions, where each team member's input is crucial. Team members can discuss progress, share ideas, and clarify doubts directly linked to the task at hand, minimizing the loss of information and ensuring that everyone is on the same page. Such streamlined communication contributes to improved productivity and accuracy in tax consultancy services.
Managing tasks across different boards in Any.do serves as an invaluable asset for tax consultants overseeing multiple projects or clients simultaneously. For instance, a consultant handling corporate tax accounts can categorize tasks under 'Corporate Taxes Board', while personal tax accounts could reside under a separate board. This categorization helps in maintaining focus and efficiency as each board can be customized to reflect specific tax project priorities, deadlines, and task challenges. It allows tax consultants to devote time and resources strategically and ensures a balanced workload without overlaps or confusion.
Scheduling and calendar management are cornerstone elements in a tax consultancy business. With Any.do's integrated calendar and scheduling tools, tax consultants can maintain a comprehensive view of their daily, weekly, and monthly engagements. Meetings, client deadlines, tax seasons, and regular compliance tasks can be scheduled effortlessly. Automated reminders and syncing options ensure that no appointment is overlooked, reducing stress and improving customer satisfaction. The calendar's efficiency saves precious time and boosts the consultancy’s capacity to handle more clients effectively.
Visual representation of tasks and projects significantly aids in understanding and managing workload and progress. Any.do offers different board views such as calendar view, kanban view, and table view, each serving unique aspects of tax consultancy management. The calendar view allows for temporal mapping of tasks and events, while the kanban view facilitates workflow management by visualizing progress stages of tax consultancy tasks. Furthermore, the table view is excellent for consultants who prefer a more data-centric overview of task status, deadlines, and priorities. This versatility in viewing options ensures that all team members, regardless of their preferred working style, can engage effectively with their projects.
Custom fields for tasks in Any.do empower tax consultants to tailor their task management system to the unique needs of their business. Whether it’s adding fields for dates, currency, or tracking progress, these custom fields allow for detailed task descriptions that suit tax specific operations. For example, consultants can add a 'Tax Code' field, or a 'Client Budget' field to personalize each task further. This ability to customize tasks contributes to better data organization and retrieval, fine-tuning the tax consultancy process for maximum efficiency and accuracy.
Using Any.do has completely transformed the way our tax consultancy firm manages its workflow. The task management flows are intuitive and incredibly helpful for keeping track of numerous client accounts simultaneously. The integration of chat collaboration has streamlined our team's communications, ensuring faster resolutions and better client service.Catherine Mills
Senior Tax Consultant
As someone who deals with several tax preparation projects, Any.do's multi-board management feature is a lifesaver. It helps me segregate client information efficiently, manage deadlines with ease, and optimize my work schedule. The customizable task fields have been particularly useful in tracking specific tax codes and compliance requirements.Alex Turner
Tax Specialist
Any.do has significantly improved our tax consultancy services. The calendar integration and reminder features mean we've never missed an important deadline. The comprehensive board views provide different angles to project management that suits our diverse team needs perfectly.Emily Zhang
Accounting Manager
The ability to customize tasks in Any.do with fields relevant to tax consultancy has been immensely beneficial. It allows us to document key client data and track project progress intricately. This tool not only keeps us organized but enhances our adaptability to changing client needs.John Stevenson
Tax Advisor
I appreciate Any.do for its user-friendly interface and powerful features that cater specifically to my needs as a tax consultant. The chat collaboration around tasks has minimized lag in our internal communications during peak tax seasons. The board views, especially the calendar view, have made tracking client meetings and deadlines straightforward.Sophia Lopez
Financial Consultant
