Task delegation and tracking for the firm's practice.

One place to allot client assignments to partners, managers, accountants, paid assistants and articles — and to know exactly where each job stands.

Allocate work

Assign GST returns, audits, ROC filings and more from a ready task library.

See who is loaded, who is free and what is overdue, member by member.

Status, category and workload charts refresh as the team updates tasks.

Only admin-invited emails can register. Staff see only their own tasks.