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