Task Management Software for Accounting Firms
FinnDesk is task management software for accounting firms built around recurring client work. Schedule every return and filing once, assign owners, track checklists and hand-offs, and see what is due this week across the whole firm — without a status meeting.
- Recurring task templates that generate themselves
- Checklists, dependencies and sub-tasks
- Live board of what is due, at risk and overdue
This Week
LIVE87%
Tasks closed on or before due date
- Monthly close · Nexa Retail On track
- Statutory filing · Orbit Labs On track
- Audit fieldwork · Vertex On track
- Payroll run · Meridian Due today
- Draft review · Walker & Co Overdue 1d
Open tasks
412
Due this week
96
Overdue
7
92%
On-time completion
0
Status meetings needed
5 hrs
Saved per manager, per week
What Task Management does for your accounting firm.
Recurring templates
Define a monthly, quarterly or annual engagement once. Tasks generate on schedule with the right owner and checklist attached.
Checklists that mean something
Sub-steps must be ticked before a task can close, so quality is enforced by the workflow rather than by memory.
Dependencies
A task can be blocked until its predecessor closes, so preparers and reviewers never collide.
Capacity view
See open hours per person before assigning, so work goes to whoever actually has room.
Time tracking
Optional timers and manual entries roll into effort reports and, when you want, straight into billing.
Risk flags
Tasks trending toward a missed deadline surface early, while you can still do something about it.
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Template
Build the standard steps for each service you deliver.
- 2
Schedule
Attach the template to clients; recurring instances create themselves.
- 3
Execute
Owners work the checklist; reviewers get the task only when it is ready.
- 4
Report
Effort, turnaround and on-time rate roll up per client, per person and per service.
Task Management for accounting firms, answered
What is task management software for accounting firms?
It schedules and tracks the work an accounting firm does for its clients — returns, filings, month-end closes and one-off jobs — with owners, due dates, checklists and status. FinnDesk generates recurring tasks automatically for every client on the schedule you set.
Do recurring tasks create themselves?
Yes. Set the frequency and lead time, and instances appear automatically with the owner and checklist pre-filled.
Can we track billable time on tasks?
Time can be logged with a timer or entered manually, and can flow into billing as billable or non-billable.
How do reviews work?
Add a review step as a dependent task. The reviewer is notified only once the preparer closes their part.
Is there a board view?
Tasks can be viewed as a list, a calendar, or a kanban board grouped by stage, owner or client.
Still have a question? Talk to us
Pairs well with
06
Billing & Invoicing
Turn delivered work into invoices, send reminders automatically, and watch receivables shrink.
07
WhatsApp Integration
Talk to clients where they actually reply — with every message logged against the record.
08
Email Integration
Two-way email sync so client threads live on the client record, not in private inboxes.
Put Task Management to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
14-day free trial · No credit card · Setup in under 10 minutes