Work with jobs

Create, assign, update, and monitor jobs while keeping both team and clients informed.

Work on a job

Learn essentials on working with jobs, where to find your jobs assigned, how to view them, and track time spent.

Create jobs in pipelines: select accounts, stages, templates, and assignees.

Move, sort, archive or delete jobs.

Assign team members as owners of specific jobs to keep ownership clear and route automations to the right person.

View, filter, search, and print jobs.

Improve your tax season workflow by monitoring document receipt dates and setting internal completion targets.

Link any job to one or more other jobs to provide context and improve workflow visibility.