Assign, track, and review every piece of work across your firm. Kanban boards, task dependencies, built-in review workflows, and time tracking give your team complete visibility from assignment to completion.
Every task follows a defined lifecycle. Each transition is tracked so you can see how work progressed over time.
The Kanban board gives managers and team leads a visual overview of every task across every status. Spot bottlenecks, rebalance work, and keep deadlines on track — all from one screen.
Move tasks between columns by dragging cards. Update status instantly without opening a form or clicking through menus.
Columns for TODO, In Progress, Blocked, In Review, and Done give you a clear picture of where every task stands at a glance.
When a team member changes a task status, the board updates immediately. No refresh needed — managers always see the current state.
Route completed tasks to a designated reviewer before marking them done. Preparers submit, reviewers approve or request rework — all tracked within the task, no separate review tool needed.
Each task can have a designated reviewer. When the preparer finishes, the task routes to the right person for quality review.
One click moves a task from "In Progress" to "In Review." The reviewer gets notified and the task appears in their review queue.
Reviewers either approve the task (moving it to Done) or request changes (sending it back to the preparer with feedback).
Set finish-to-start dependencies so tasks cannot begin until predecessors are complete. Tax prep cannot start until source documents are received. The system enforces the sequence automatically.
A dependent task cannot start until its predecessor is marked as complete. The system prevents out-of-order work automatically.
No manual tracking needed. If a predecessor is not done, the dependent task stays blocked. Staff know exactly what they can work on.
Blocked tasks show a clear indicator on the board and in task lists. Teams see at a glance which tasks are waiting on upstream work.
See how accounting firms use CPA Buddy task management to handle the situations that actually come up during busy season and beyond.
Returns get stuck at various stages and nobody knows who is waiting on what. The reviewer finds out a return is not ready only after opening it. Preparers start work that depends on missing documents.
The kanban board shows every return's current status at a glance. Task dependencies enforce the correct sequence — source documents must be gathered before prep begins, and prep must be complete before review starts.
Returns flow smoothly from document gathering through preparation, review, and filing. Bottlenecks are visible before they cause missed deadlines.
The manager cannot see who has capacity and who is drowning. Some preparers have 30 tasks while others have 10. Work piles up unevenly and deadlines start slipping.
The team board shows every task assigned to every team member, grouped by status. The manager drags tasks from overloaded staff to those with capacity, rebalancing workload in seconds.
Even workload distribution across the team. No burnout, no idle staff, and deadlines are met consistently through the season.
Every morning the team spends 30 minutes in a meeting just to answer "what are you working on?" and "is anything blocked?" The information is stale by lunch.
The team board answers both questions visually and in real time. Managers scan the board to see who is working on what, what is blocked, and what is ready for review — without interrupting anyone.
30 minutes saved daily for the entire team. Status is always current because the board updates as work happens, not once a day in a meeting.
Beyond the core features, CPA Buddy task management includes everything your team needs to stay productive.
Discuss work directly on the task. @Mention a colleague to notify them and keep the conversation tied to the specific piece of work.
Each team member gets a personal task list filtered to their assignments. See what needs attention today without wading through the entire team board.
Managers see all tasks across the team grouped by status on a Kanban board. Spot bottlenecks, reassign work, and adjust priorities in real time.
Mark tasks as Critical, High, Normal, or Low. Critical tasks surface first on the board and in personal task lists so urgent work never gets buried.
Break large tasks into smaller subtasks for granular tracking and clearer assignment of individual steps within a larger deliverable.
Tasks follow a defined lifecycle: TODO, In Progress, Blocked, In Review, Done, or Cancelled. Each transition is tracked for a complete audit trail.
Tasks are the individual units of work — the things your staff actually do. Workflows are the automated processes that create, assign, and sequence those tasks. When you assign a workflow to a client, it generates tasks automatically. You can also create standalone tasks outside of any workflow.
Yes. Staff can log time entries directly on any task with a duration and description. Time data rolls up to the engagement level for budget tracking and appears in staff utilization reports.
Dependencies are finish-to-start constraints between tasks. A dependent task cannot begin until its predecessor is marked as complete. This is particularly useful for multi-step processes like tax preparation where information must be gathered before review can start.
Yes. The Team Board provides a full Kanban view with columns for each task status. Staff can drag cards between columns to update status. Managers use it for workload visibility across the entire team.
CPA Buddy features are designed to work together. Explore related capabilities that complement task management.
See every task, every deadline, and every team member's capacity on one board. Start your 30-day free trial today.
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