Task Details View

Loved by 100+ accountants and bookkeepers.

The Task Details View gives accountants complete operational visibility into a task without distraction. It is designed to provide clarity, control, and quick decision-making inside a clean, structured interface.

This view ensures that every accounting task, whether compliance, reporting, payroll, or advisory, is fully manageable from one organized screen.

At the top of the Task Details View, users immediately see:

This allows managers and staff to instantly understand who owns the task, how long it has been spent, and what actions are available.

The Subtasks section allows teams to break down accounting work into actionable components.

Users can:

For example, a sales tax filing task can include preparation, review, approval, and submission, with everything clearly tracked within a single structured view.

The integrated checklist ensures procedural consistency. Accountants can:

This is especially useful for recurring regulatory work and audit processes.

All communication stays directly within the task. Users can:

No scattered emails. No lost context. Everything remains tied to the task.

The Timeline tab records every task movement:

This creates a complete historical log and is essential for accountability in accounting firms.

Time recording is visible directly within the Task Details View. Users can:

This ensures accurate client billing and internal performance monitoring.

From within the Task Details View, users can:

No need to navigate away. Everything is action-ready.

The Task Details View supports the core operational needs of accounting firms: