Feature · Job Tracking
Every engagement tracked through to delivery
Per-client jobs with statuses, due dates and assignments — so your whole team can see where work is up to.
Why firms choose TaxAgentPortal
Per-client jobs
One job per engagement, attached to the client.
Statuses & due dates
Move jobs through a clear workflow with deadlines.
Staff assignment
Assign work and see each staff member's queue.
Linked artifacts
Documents, organizers, signatures and invoices linked to each job.
How firms use it
Tax season
Run dozens of individual returns through the same flow.
BAS quarter
Recurring BAS jobs auto-created per period.
Year-end accounts
Standardised year-end close per client.
FAQ
Frequently asked questions
Yes. Recurring jobs roll over per period.
Related
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