Accounting workflow automation
Task Master: a project per client per period with ordered tasks, table/Kanban toggle and inline status changes.
Accounting workflow automation
A project per client per period
Q3 bookkeeping for Maple Leaf is one project with its own tasks, assignee and due date.
Table or Kanban, same data
Partners want a table they can sort. Staff want a board they can drag. Both read the same records.
Status changes inline
Move a task without opening it. The project's completion percentage updates as you go.
The work exists; the visibility does not
Most firms know what has to happen for a year-end. It is a known sequence. What they lack is a shared view of where each file is in that sequence right now.
Without it, status is a meeting. Someone asks, someone remembers, someone is wrong.
How Task Master works
A project is created per client per period — Q3 GST for one client, the 2026 year-end for another — carrying a period label, a due date, an assignee and a status. Inside it sits an ordered list of tasks, each with its own status, priority, assignee and estimate.
The same set of projects renders as a sortable table or as a Kanban board grouped by status. Changing a task's status from either view writes to the same record and rolls up into the project's completion count.
- Projects scoped to a client and a period, with a due date and an owner
- Ordered tasks with status, priority, assignee, due date and estimate
- Table and Kanban views over the same records
- Completion counts rolled up to the project
What changes for the firm day-to-day
The status meeting becomes a screen. A partner filters to what is in review; a manager filters to what is blocked; a staff member sees only their own column.
Because tasks carry estimates and assignees, the same records feed the workload numbers on the team roster — nobody maintains a second capacity spreadsheet.
What ships in the module
- Projects per client per period with status, assignee, due date and budget hours.
- Ordered tasks with status, priority, assignee, due date and estimated hours.
- A table view and a Kanban board over the same task records.
- Inline status changes and rolled-up completion counts.
Updated July 2026