You've got 4 accountants and 500 filings to get through this season. Who works on what? What's overdue? What's stuck waiting for documents? Your Kanban board answers all of it — one glance, zero guesswork.
Visual Workflow
Maple Leaf Holdings
Northern Pines Inc.
River Valley Dental
David Chen
Westside Auto Ltd.
Sunridge Contracting
Peak Construction Co.
Priya Sharma
Every filing, every team member, every deadline — one board.
How It Works
When you add a client with Corp T2, GST/HST, Payroll enabled, filings are created automatically with the right deadlines. No manual setup.
Drag cards to staff columns or bulk-assign. Set priority, target week, and filing stage. The board updates in real time.
Each filing moves through customizable stages: Not Started → Waiting for Docs → In Progress → Under Review → Filed. Status changes are logged and can trigger emails.
Feature Deep Dive
Every feature designed around real CPA firm workflows during tax season and beyond.
See your entire firm's workload at a glance. Staff columns, color-coded filing types, deadline indicators, and drag-and-drop assignment.
Corp T2, GST/HST, Payroll, WSIB, OBR, CanCorp, Personal T1, CRA Payment, T3 Trust, T5013 Partnership, EHT — all tracked with type-specific deadlines.
Define your own stages with custom names and colors. Default: Not Started → Waiting for Docs → In Progress → Under Review → Filed. Add or modify as needed.
Deadlines calculate automatically from fiscal year ends and filing frequencies. Overdue filings are flagged. Expiring-soon alerts keep you ahead.
See who's overloaded and who has capacity. Filing counts per staff member. Max filings per week limits. Assignment specializations by filing type.
Generate filings in bulk, assign multiple filings at once, update statuses in batch. Handle 500 filings without clicking 500 times.
Click any card for the full picture: status, stage, assigned staff, deadline, notes, documents, e-signatures, collaboration threads, and complete history.
Walk-in clients appear as purple cards on the same board. Assign, track, complete, and optionally promote to full client records.
Connected Intelligence
Your workflow data feeds directly into dashboards and reports — no exporting, no manual tallies.
Real-time KPIs: filings completed, overdue count, team productivity, period pipeline, urgency buckets. Drill down into any metric.
Saved report templates with filters. Filing status by type, team productivity, overdue analysis, period comparisons. Export to CSV.
Your Kanban board shows every filing, every deadline, and every team member's workload. Request a demo and see how it transforms your tax season.