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
A tax preparation business involves managing numerous tasks with varying timelines and complexities. Any.do’s task management flows are indispensable tools that empower tax professionals to organize tasks efficiently. From filing returns to client consultations, these workflows allow you to segment tasks according to priority, ensuring nothing falls through the cracks. You can set recurrent tasks for regular events like quarterly filing and automate reminders to maintain a smooth workflow. Integrated with deadline alerts, this feature ensures that you stay ahead of the IRS schedule, thereby reducing stress and enhancing productivity. By having a clear overview of duties, you can allocate resources better and focus on client interactions and strategic planning.
Tax preparation isn't usually a solo endeavor; it takes a team of specialists to tackle the complexities involved. With Any.do's chat collaboration around tasks, your team can discuss and resolve task-related queries effortlessly. This real-time communication ensures that team members are on the same page regarding each client's information and filing needs, minimizing errors that could lead to costly errors or audits. Chat features also foster a collaborative environment even when your team is working remotely, allowing for seamless exchange of ideas and strategies, thus nurturing a spirit of cooperation and collective productivity. In essence, Any.do's chat collaboration could serve as a powerful bridge connecting team members, ensuring that each task is completed with excellence.
A tax preparation business benefits greatly from organizing tasks across different boards. Any.do enables this feature, offering separate boards for various departments like audit, filing, client consulting, and more. This segmentation helps in preventing overlap of duties and ensures a more streamlined approach to managing client accounts. Boards also can be shared with specific members of your team to focus on specialized tasks, thereby breaking down complex procedures into manageable categories. This organization not only improves workflow efficiency but also empowers department leaders to monitor progress and adjust strategies dynamically. By visualizing tasks across boards, you can keep a strategic eye on your operations to ensure better service delivery.
Calendar integration and scheduling are paramount to staying organized in the rigorous timetable of tax preparation. With Any.do, you can sync your entire team’s schedule, ensuring that all team members are aligned and aware of important dates such as IRS deadlines, audit dates, and client appointments. This synchronized calendar functionality means no more missed deadlines and better preparedness for time-sensitive filings. You can also allocate time slots for various client meetings, internal training sessions, and filing deadlines, allowing for transparent and systematic operations. Through efficient use of scheduling features, Any.do helps you offer timely services to clients, thereby enhancing their satisfaction and trust in your business.
Handling numerous client accounts and compliance requirements can be overwhelming, but Any.do offers diverse board views to simplify the process. Calendar view grants a macro perspective on the timelines, while kanban view facilitates workflow visualization by categorizing tasks as ‘To do,’ ‘In progress,’ or ‘Completed.’ The table view adds the convenience of spreadsheet-style tracking, allowing a comprehensive overview of data, deadlines, and requirements. These varied perspectives empower tax professionals with the clarity needed to handle complex and numerous tasks simultaneously, streamlining day-to-day operations and providing an edge in strategic planning and resource allocation.
Every task in a tax preparation business can be unique, which is where Any.do’s ability to add custom fields comes into play. You might need to track various data types, such as filing dates, currency amount for refunds, or the progress percentage of ongoing audits. By tailoring these custom fields, you can personalize task management to align with each client or project’s needs. This flexibility in managing task information ensures you’re always equipped with accurate data at a glance, facilitating informed decision-making. Custom fields enable tax professionals to capture every minute detail required to execute tasks efficiently, leading to fewer mistakes and increased client satisfaction.
As a CPA managing several clients, Any.do has been a game-changer for our firm. The task management flows keep us organized, and the chat collaboration feature allows seamless communication within our team. Especially during the busy tax season, it's been indispensable in ensuring deadlines are met and audits are done accurately.Emily Clark
Certified Public Accountant
For someone who juggles between IRS schedules and client meetings, I couldn't recommend Any.do enough. The calendar integration has saved us multiple times from missing critical due dates. Moreover, the flexibility in viewing task lists in kanban format helps me gauge progress easily. It's a must-have for any tax professional!John Nash
Tax Consultant
We were struggling with organizing tasks across departments until we started using Any.do. The ability to manage multiple boards for our audit and client consultation teams has made a world of difference. Everyone's more accountable, and error rates have drastically reduced. It's an essential tool for our operational success.Sarah Conley
Tax Department Head
Implementing Any.do into our practice was one of the best decisions we’ve made. Its task management and custom fields are valuable for tracking complex data like currency and deadlines. We’re able to offer better client service because we manage our workflow so efficiently now. Absolutely recommend it!Michael Tran
Tax Analyst
Any.do's chat and collaboration features are perfect for our remote setup. Our team members are always updated on task status and deadlines. Plus, the calendar view makes it easy to synchronize our activities with important tax filing periods. This tool has really helped us thrive in a fast-paced environment.Rachel Adams
Enrolled Agent
