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LEVERAGE THE POWER OF TASK MANAGEMENT TO SIMPLIFY COMMUNICATION AND IMPROVE STAFF OVERSIGHT

Task Manager allows you to quickly create, access, and manage all your firm’s outstanding tasks in one secure place, empowering you to always have a pulse on where your firm is and where it's going.

 

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A NEW ERA OF TASK MANAGEMENT

Ready to ditch those legacy tools?

Using revolutionary technology, Task Manager eliminates project management challenges by bringing all of your day-to-day tasks together in one easy-to-use, powerful platform that your whole firm will love. From there, you’re freed up to focus on what really matters: your clients.

 

A FULL VIEW OF YOUR FIRM TASKS At A GLANCE

See a full perspective of all your firm's outstanding tasks with the click of a button.

Let Task Manager give you visibility into your firm's capacity- so you can better manage and pinpoint staffing needs.

Task Manager Images (1)
 
 

Complete insight, for complete efficiency

Manage your firm's tasks in one secure location.

Keep your finger on the pulse of your organization with easy assignment and prioritization, and visibility into who is doing what, anywhere, anytime. 

Confidently anticipate bottlenecks, create firm-wide communication at scale, and optimize workload for the future. Never again worry that a task doesn't get complete!
Task Manager Video Part 2
 

Leave the bookkeeping to Botkeeper so you can focus on driving greater value for your clients. 

Bring your accounting or bookkeeping firm into the future with the Botkeeper Partner Platform, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important tasks.

 

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Frequently Asked Questions

You have questions. We get it. We also have answers. 

  • What is the task manager?

    Tasks manager is a to-do-list that helps you, your clients, and Botkeeper stay organized around the work that needs to be done to manage your client’s books.

  • Do I have to pay for the task manager?

    Nope! The Task Manager tool is included in all of Botkeeper’s standard Accounting Partner Packages.

  • Where do I go to see a full list of all my client’s tasks?

    No matter where you are within the portal you can quickly get to a full list of your client’s tasks by clicking on the Tasks icon at the top of your portal. Clicking on tasks will take you to our Tasks summary page where you’ll see an overview of all of your client’s tasks grouped by category.

    You can also see a full detailed list of all your clients by clicking on the All Tasks tab in the image above.

    Our All Tasks tab will give you a full detailed list all of your client’s tasks. From here you can search, or filter, by task name, client name, assignee, task status, or date.
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