So after 20 years you would think I would have a better way to track client flow. I am asking how you track the tax returns to be done, in process and completed (but waiting client review before filing).
Right now I use a simple word document (
I know!!) on my desktop where I have a date and client name. Each day I add the current date & below that the client name coming in to drop off work. Then I work from top to bottom preparing the returns. 2/2/21
Jones- Paper files
I was thinking a google doc template may be better. I use Proseries by the way and my goal here is make the tracking of all client work at tax time a lot easier to see in one simple glance. If it helps, I have 300 clients but my maximum waiting is usually 50 clients.
Thanks in advance!