Managing multiple projects and deadlines can be overwhelming for accounting firms. From tax filings to audits, there’s always something that needs to be tracked, monitored, and completed. Without the right tools, staying organized can lead to missed deadlines, lost information, and inefficiencies. That’s where doBoard comes in. This visual task management tool helps accounting firms keep track of their projects, streamline workflows, and improve collaboration across teams.
It Streamlines Task Management
Accounting firms handle numerous tasks daily, from client meetings and document collection to audits and financial reports. Each task has its own deadline, responsible team member, and status. doBoard breaks down these complex projects into manageable tasks, and if you’re looking to get started with scrum project management, it provides a simple and intuitive way to track each step in real time.
Creating distinct columns on a Kanban-style board allows teams to visually track the progress of each task. For example, you could create columns for “Client Consultation,” “Document Review,” “Audit Preparation,” and “Final Submission.” Tasks related to each stage can be moved from left to right as they progress, which can provide a clear visual representation of work that needs to be done.
It Visualizes Workflows for Better Organization
With each task represented by a card on the board, it’s easy to track who is responsible for what, where tasks are in the process, and which steps need attention. This visualization gives accounting firms clarity and ensures that no step in a project is missed.
For instance, a task like “Prepare a tax return for Client X” will move through the stages of “Client Intake,” “Data Collection,” and “Tax Filing.” This visual representation helps prevent tasks from slipping professionals’ attention and ensures the team focuses on high-priority items.
doBoard Improves Collaboration Across Teams
Accountants, auditors, paralegals, and support staff need to communicate frequently about client requirements, deadlines, and progress. Without a shared platform, communication can become fragmented and lead to confusion.
With doBoard, collaboration becomes seamless. Every task card includes a comments section where team members can leave feedback, ask questions, or update progress. For example, if one team member completes the document review for a tax return, they can leave comments for the next person to pick up the task to ensure everyone is on the same page.
It Helps Track Deadlines and Milestones
Missing a tax filing deadline or an audit submission can result in fines, penalties, and a loss of client trust. That’s why it’s important to track them carefully.
DoBoard helps accounting firms stay on top of their deadlines by allowing you to attach due dates to each task. For instance, if a task is related to preparing a financial report due by the end of the month, you can set a due date within doBoard. This ensures that everyone knows when their work is due and can prioritize accordingly.
doBoard Makes Document Management More Efficient
Accounting firms often deal with a significant amount of documentation, including client tax records, audit reports, contracts, and legal papers. Managing all of these at once can become overwhelming.
doBoard simplifies document management by allowing you to attach files directly to each task card. For example, under the task “Tax Filing Preparation,” relevant documents such as client W-2s or 1099s can be attached. This way, all relevant documents are housed within the task itself, which makes it easy for the team to find what they need without searching through separate folders or email threads.
It Tracks Data and Insights for Continuous Improvement
Reviewing how long tasks take to complete, how many tasks are in each stage, and whether deadlines are being met allows firms to identify areas of inefficiency or improvement. For example, if tasks in the “Tax Filing Preparation” stage tend to get delayed frequently, this could signal a need for better planning or additional resources in that phase. These insights allow accounting firms to refine their processes, which makes them more efficient and ensures that deadlines are consistently met.
To Wrap up
Effective project management is crucial for accounting firms, where managing multiple clients and tight deadlines is part of the daily routine. With doBoard, accounting firms can streamline workflows, improve communication, track deadlines, and efficiently manage documentation.
No matter if you’re working in-office or remotely, doBoard’s visual project management system helps ensure that tasks are completed on time and that clients receive the best service possible. Simplifying project management with doBoard is a good way for firms to focus on what matters most: delivering superb and quality financial services to their clients.
