Workflow Groups and Tasks

Updated: 2020-06-01

Click a timestamp below to jump to a topic:

  • Configure groups and tasks to match your practice workflow (4:29)
  • Choose which tasks are required to consider a tax return complete (7:50)
  • Show workflow before saving (14:26)
  • Flag a return that is waiting on client input (15:09)
  • Set a due date on a return (16:22)
  • Automatically track adjustments made after filing (18:18)
  • Filter based on return status in the Client Manager (22:56)

Presented by: Andrew Little
Date of broadcast: Wednesday, November 8, 2017

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