Every deadline, across every client, on one screen.
Every engagement, every task, every filing date across your whole client list. On one screen, sorted by what is due. Not by who remembered.
The problem with season
Season failures are quiet ones: a file that sits untouched because two people each think the other has it, a deadline that lives in one person's head, a return not started weeks after the documents arrived because nothing tracks the gap between received and begun.
The volume of a season is manageable. What wears firms down is not knowing: checking with teammates, doubting the tracking spreadsheet, re auditing from memory.
How the work actually moves
Every engagement is a project.
A T1, a year end, a monthly bookkeeping file. Each is a project with its tasks, its documents, its emails, its time, and its due date in one place. Open it and you know: what is done, what is waiting, what it is waiting on, and who has it.
See it the way your brain works.
Kanban when you are moving files through stages: received, in prep, in review, ready to file. List when you are working the day. Calendar when you are planning the week. Same work, three views.
The same forty returns, as a board and as a list.
The deadline view.
One screen: every filing across every client, ordered by due date, colored by status. During a filing season, this is the view partners keep open all day.
Due this week, due next week, at risk. The status of the whole season, at a glance.
Recurring work that creates itself
Monthly bookkeeping. Quarterly HST or sales tax filings. Payroll runs. Annual returns. The work you do every period should not be re planned every period.
Set the engagement up once: the tasks, the assignee, the document requests, the due dates relative to period end. Untangly creates the next one on schedule, forever, without anyone remembering to. The January file exists before anyone thinks about January.
A monthly bookkeeping engagement, twelve months of it, created from one setup. The request for bank statements goes out on its own each month too.
Fourteen steps, two review gates, a standard PBC list. Abridged here; the demo shows the full version. Sample data. Firm and client names are fictional.
Templates: your best process, every time
Every firm has one person who does it right. The senior who never misses a step, whose files review clean. Templates turn that person's checklist into the firm's default.
Build the workflow once: the stages, the tasks, the review points, the standard document request list. Every new engagement of that type starts complete, whether it is assigned to your best senior or the associate who started in January. When someone leaves, the process stays. The new hire's first file looks like the senior's hundredth.
The next season is on the calendar.
The question is whether the firm runs it on one system or from memory. Bring your messiest recurring engagement to a demo and we will build it live.
Book a demo