Work

SIMPLIFY COMMUNICATION AND IMPROVE STAFF OVERSIGHT

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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YOU'RE A WORKHORSE.
BUT IN A GOOD WAY.

Ready to ditch those legacy tools?

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

KNOW EVERYTHING HAPPENING AT A GLANCE

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

Let "Work" give you visibility into your firm's capacity—so you can better manage and pinpoint staffing needs.

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. Always know who is doing what.

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

What is Work (formerly Task Manager)?

"Work" 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 clients' books.
Do I have to pay extra for Work (formerly Task Manager)?

"Work" is included in all of Botkeeper’s standard Accounting Partner Packages. We thought you'd like that.
Where do I go to see a full list of all my client’s tasks?

An all task view across your clients can be found in "Work" on the Botkeeper Operating System navigation. Look at you, keeping track of absolutely everything!

NATIONWIDE, FIRMS TRUST BOTKEEPER WITH THEIR BOOKKEEPING SO THEY CAN FOCUS ON PROVIDING VALUE.

Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, 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.