How does an accounting firm work in Task Manager?
The firm manages each client in a separate space. An automation rule can identify documents received by email and save the attachment to the correct client's folder. Tax and contribution deadlines appear in the calendar alongside the team's tasks, while the history of decisions stays with the client rather than in an accountant's private inbox.
How does it work?
- 01
Each client has their own workspace with tasks, correspondence and a folder.
- 02
A rule identifies the document in an email and saves the attachment in the correct place.
- 03
Recurring deadlines are tracked in the calendar and reminders.
- 04
The firm's procedures are stored in notes linked to the AI Assistant.
What do you gain?
Less manual sorting: documents go exactly where they should.
Deadlines under control: returns and contributions are visible in one calendar.
Continuity of service: decisions stay within the firm when an accountant goes on leave.
An everyday example
A client sends a purchase invoice one day before the deadline. A rule identifies the document, saves it in the client's folder and creates a task with a due date - the accountant sees it on their list in the morning, rather than in their inbox.
Frequently asked questions
Does the software calculate taxes?
No, Task Manager organises work and documents - it does not replace accounting software.
Do I need the Pro plan?
Yes, for managing an inbox and automating documents.
Does the client need access to the software?
They do not have to - correspondence takes place by email, while everything stays organised on your side.