Customize Your Task View

Given the many requests, we just release a new feature that lets you change your tasks view! You can now view it in a list or board format so you can manage your tasks the way your team prefers it! 

We have set the list view as the default view given the high volume of requests, but if you prefer the board view you can easily change it by clicking the “board view” button.

See it in action in the video below!

New Feature: Customize Your Task View 1

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By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.