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Client Tasks |
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Assure your clients that they will never miss another deadline again. With Clear Biz's Tasks
Management section, you can view and organize all of your clients' tasks in one place. Client
Track makes it easy to quickly setup and schedule your tasks because Clear Biz already
knows all the Federal and Provincial due dates. Clear Biz also allows you to setup your own
one-time or recurring tasks for easy allocation to clients in which you can apply and save the
task schemes to your clients in the future. |
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Our Calendar View allows you and your staff to view and organize the workload at a glance.
Whether you handle remittances on your clients' behalf or are smiply notifying them of upcoming
deadlines, Clear Biz's Tasks feature will become an invaluable asset in your office. |
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Client Tasks Features: |
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• Our powerful search and query feature means you can view what is due at any point
in time and look for the tasks you are interested in.
• Easily allocate tasks to your staff and have them view it instantly.
• Flag priority items and problems so everyone can view the status of different
tasks at a glance.
• View your office's workload quickly.
• Add columns of important information to your tasks list. |
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Scheduling Your Tasks |
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• Clear Biz includes built-in federal and provincial due dates, so you can easily
schedule government returns and payments for all of your clients. |
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• Can customize any information by clicking on the tasks. |
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Determining What Is Due |
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Clear Biz allows you to quickly view all of your tasks that are due based on any criterias such
as flag information, column names and more. |
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Advanced Search allows you to quickly view the tasks that are
important to you by date,
type, and employee assigned. |
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Viewing Your and Staff's Workload |
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Calendar View allows you to quickly see and organize your staff's workload by using the
"drag 'n drop" method on the tasks. |
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Create Custom Tasks Schemes Specific To Your Practice |
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Easily schedule all the other custom tasks and projects you do for your clients by creating
and saving your common tasks in schemes. |
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