Managing accounting tasks efficiently is essential for firms and finance teams to stay compliant and organized. Jotform Boards is an accounting task management software that helps accountants, bookkeepers, and finance professionals track tasks, manage financial deadlines, and automate workflows. Whether you're handling tax preparation, payroll, audits, or client accounting services, Jotform Boards ensures that nothing falls through the cracks.
Benefits
Visualize all accounting tasks on a drag-and-drop Kanban board, categorize them by status, and prioritize them based on deadlines.
Connect financial forms, tax filing requests, or payroll approvals to Jotform Boards to automatically create tasks, ensuring all financial processes run smoothly.
Assign financial tasks to specific accountants or team members, set deadlines, and enable real-time communication with comments and file sharing.
Maintain a detailed history of task updates, approvals, and modifications, ensuring financial transparency and compliance with accounting standards.
Access financial tasks, update client reports, and manage accounting workflows on any device, enabling accountants to work from anywhere.
Accounting teams juggle multiple tasks, from client onboarding and invoice processing to tax preparation and financial reporting. Jotform Boards simplifies these processes by turning form submissions, AI agent interactions, and workflow triggers into actionable tasks.
Turn client intake forms into document collection, verification, and account setup tasks. Assign tasks to team members and track progress to ensure a smooth onboarding process.
Automate invoice tracking by connecting payment forms to your board. Create tasks for invoice approval, payment follow-ups, and reconciliation to maintain cash flow.
Organize tax-related tasks like document collection, calculations, and filing deadlines. Use boards to assign responsibilities and ensure compliance with tax regulations.
Track financial reporting tasks, such as data collection, analysis, and report generation. Use boards to visualize progress and ensure timely report delivery.