At any given time, a firm has different types of ongoing jobs. Particularly during tax season or compliance time when there is a high volume of work with external deadlines, managers want to track and visualize groups of work to effectively manage its flow and ensure work is done in the most efficient way.

Update your work types to suit your firm's needs. 

United States

  • 1040

  • 1120

  • Accounting

  • Bookkeeping

  • Internal

  • Month-end close

  • Offboarding

  • Onboarding

  • Payroll

  • Sales Tax

  • System Setup

Further reading:
Adding, editing and deleting a work type
Work type bulk update

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