In many tax firms, email inquiries are still part of everyday business. Follow-up questions via email, lack of transparency and manual reminders often lead to unnecessary additional effort.

With the task feature, inquiries to clients can be sent quickly, transparently, and clearly structured - with a click, without detours.

Subtasks for m

ore Structure

With the introduction of subtasks, we take an important step further. Tax firms can now divide complex processes into smaller, clearly defined sub-steps.

This provides several advantages:

Clear Task Division: Individual items can be checked off specifically—by the tax firm and the client.
Better Overview: Even larger inquiries remain clear and comprehensible.
Higher Transparency: Clients see exactly what is still open—and what has already been completed.
Time Savings: Fewer follow-up questions, less chasing, more efficiency.

The client knows exactly what needs to be done—and the tax firm sees the progress at a glance.

With subtasks, client inquiries become not only simpler but also more professional—another step towards digital, structured tax firm work.