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Status In Discovery
Categories Practice Management
Created by Aleksandr Novikov
Created on Jan 29, 2025

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler

1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return")

2) in actual tax return/accounts to have tab for "tasks" that are to update job progress.

3) To have "Job Notes" so notes on the progress/status (e.g client queries etc. can be passed between team members) (but there is allready proposal for that)

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