Task Library — 161 Purpose-Built CPAs Tools

Client Onboarding & Engagement

24 tasks

Acquire client signatures on agreements

Ensure all necessary contracts and authorizations are signed

💬 Just say: “acquire client signatures on agreements”

Assign client to appropriate team members

Delegate responsibilities based on client needs and staff expertise

💬 Just say: “assign client to appropriate team members”

Automate onboarding workflow processes

Leverage technology to streamline new client setup

💬 Just say: “automate onboarding workflow processes”

Conduct client orientation webinars

Provide training on the firm's services and procedures

💬 Just say: “conduct client orientation webinars”

Conduct new client intake interview

Meet with new clients to gather information and assess their needs

💬 Just say: “conduct new client intake interview”

Conduct post-engagement reviews

Assess what went well and identify areas for improvement

💬 Just say: “conduct post-engagement reviews”

Coordinate with other service providers

Communicate with the client's attorneys, bankers, or other advisors

💬 Just say: “coordinate with other service providers”

Create client account profile

Set up client information in accounting software and filing systems

💬 Just say: “create client account profile”

Develop client onboarding checklists

Create standardized procedures to ensure consistency

💬 Just say: “develop client onboarding checklists”

Discuss billing and payment terms

Explain the firm's fee structure and payment policies

💬 Just say: “discuss billing and payment terms”

Establish bookkeeping protocols

Work with client to determine best practices for ongoing financial management

💬 Just say: “establish bookkeeping protocols”

Gather client referrals and testimonials

Collect positive feedback to use in marketing materials

💬 Just say: “gather client referrals and testimonials”

Maintain client contact information

Update records as client details change over time

💬 Just say: “maintain client contact information”

Manage client document storage and access

Establish secure filing and retrieval procedures

💬 Just say: “manage client document storage and access”

Onboard new client in accounting system

Configure the client's information in the accounting software

💬 Just say: “onboard new client in accounting system”

Prepare client engagement letter

Draft a formal engagement letter outlining scope of services and fees

💬 Just say: “prepare client engagement letter”

Prepare welcome packet

Assemble and send new client onboarding materials

💬 Just say: “prepare welcome packet”

Review and update client profiles annually

Ensure client data is current and accurate

💬 Just say: “review and update client profiles annually”

Review client financial documents

Gather and analyze the client's existing financial records

💬 Just say: “review client financial documents”

Schedule initial client meeting

Coordinate schedules to hold the first meeting with new clients

💬 Just say: “schedule initial client meeting”

Schedule recurring client check-ins

Set calendar reminders for periodic review meetings

💬 Just say: “schedule recurring client check-ins”

Set up client access to online portals

Provide login credentials and instructions for client-facing tools

💬 Just say: “set up client access to online portals”

Terminate client engagements professionally

Handle the end of a client relationship appropriately

💬 Just say: “terminate client engagements professionally”

Transition client to new team members

Facilitate a smooth handoff when staff changes occur

💬 Just say: “transition client to new team members”

Tax Season Administration

25 tasks

Analyze tax season performance metrics

Track key indicators to enhance future operations

💬 Just say: “analyze tax season performance metrics”

Assemble client tax information packets

Gather and organize all necessary documents for tax filing

💬 Just say: “assemble client tax information packets”

Communicate tax season status updates

Provide clients with progress reports and timelines

💬 Just say: “communicate tax season status updates”

Conduct post-tax season reviews

Identify areas for improvement in the next filing cycle

💬 Just say: “conduct post-tax season reviews”

Coordinate with tax software providers

Ensure seamless integration and updates

💬 Just say: “coordinate with tax software providers”

Develop tax season project plans

Create detailed timelines and resource allocation

💬 Just say: “develop tax season project plans”

File client tax returns electronically

Submit completed returns to the IRS and state agencies

💬 Just say: “file client tax returns electronically”

Follow up on missing tax documents

Proactively request any outstanding information from clients

💬 Just say: “follow up on missing tax documents”

Handle irs notices and correspondence

Assist clients with resolving tax agency issues

💬 Just say: “handle irs notices and correspondence”

Implement secure digital tax workflows

Leverage technology to streamline tax season processes

💬 Just say: “implement secure digital tax workflows”

Mail tax organizers to clients

Distribute tax preparation materials by the desired deadline

💬 Just say: “mail tax organizers to clients”

Maintain tax compliance calendar

Track important deadlines and filing requirements

💬 Just say: “maintain tax compliance calendar”

Manage outsourced tax preparation services

Oversee the work of third-party tax service providers

💬 Just say: “manage outsourced tax preparation services”

Manage tax document delivery and storage

Ensure clients receive and retain required records

💬 Just say: “manage tax document delivery and storage”

Manage tax document storage and access

Establish secure filing and retrieval procedures

💬 Just say: “manage tax document storage and access”

Notify clients of tax refund status

Share updates on the IRS processing of client returns

💬 Just say: “notify clients of tax refund status”

Obtain client signatures on tax returns

Ensure all required authorizations are collected

💬 Just say: “obtain client signatures on tax returns”

Prepare and send client tax payment vouchers

Provide instructions and reminders for estimated tax payments

💬 Just say: “prepare and send client tax payment vouchers”

Prepare annual tax organizer

Compile client documents and instructions for tax filing

💬 Just say: “prepare annual tax organizer”

Prepare client tax payment arrangements

Work with clients on installment plans or extensions

💬 Just say: “prepare client tax payment arrangements”

Process client tax extension requests

File Form 4868 for clients needing additional time

💬 Just say: “process client tax extension requests”

Respond to client tax-related inquiries

Address questions about the filing process or results

💬 Just say: “respond to client tax-related inquiries”

Review client tax returns for accuracy

Thoroughly check calculations, deductions, and reporting

💬 Just say: “review client tax returns for accuracy”

Schedule client tax preparation meetings

Coordinate appointments for tax return review and sign-off

💬 Just say: “schedule client tax preparation meetings”

Train staff on tax preparation procedures

Ensure team members are equipped to support clients

💬 Just say: “train staff on tax preparation procedures”

Bookkeeping & Reporting

19 tasks

Analyze client financial performance

Review metrics, trends, and key performance indicators

💬 Just say: “analyze client financial performance”

Coordinate with client tax professionals

Ensure accounting data aligns with tax filing requirements

💬 Just say: “coordinate with client tax professionals”

Develop client accounting training materials

Create guidebooks, tutorials, and self-help resources

💬 Just say: “develop client accounting training materials”

Identify opportunities for process improvements

Recommend ways to enhance accounting efficiency and accuracy

💬 Just say: “identify opportunities for process improvements”

Implement accounting software integrations

Connect client systems with banking, payroll, and other tools

💬 Just say: “implement accounting software integrations”

Implement internal control procedures

Establish safeguards against errors, fraud, and misuse

💬 Just say: “implement internal control procedures”

Maintain client accounting documentation

Organize and safeguard financial records and supporting documents

💬 Just say: “maintain client accounting documentation”

Manage client accounts payable and receivable

Monitor invoicing, payments, and collections

💬 Just say: “manage client accounts payable and receivable”

Manage client fixed asset records

Track and depreciate capital equipment and property

💬 Just say: “manage client fixed asset records”

Monitor client cash flow and liquidity

Identify potential financing needs or surplus funds

💬 Just say: “monitor client cash flow and liquidity”

Prepare client monthly financial statements

Generate income statements, balance sheets, and cash flows

💬 Just say: “prepare client monthly financial statements”

Prepare client quarterly estimated tax payments

Calculate and schedule the necessary federal and state payments

💬 Just say: “prepare client quarterly estimated tax payments”

Process client financial transactions

Record expenses, income, payroll, and other activities

💬 Just say: “process client financial transactions”

Provide financial reporting to clients

Present and interpret the monthly financials

💬 Just say: “provide financial reporting to clients”

Provide specialized accounting services

Offer niche services like inventory management or job costing

💬 Just say: “provide specialized accounting services”

Reconcile client bank and credit card accounts

Ensure accuracy of financial records and balances

💬 Just say: “reconcile client bank and credit card accounts”

Respond to client accounting inquiries

Address questions about the financial records and reports

💬 Just say: “respond to client accounting inquiries”

Set up client accounting systems

Configure the general ledger, chart of accounts, and workflows

💬 Just say: “set up client accounting systems”

Train clients on accounting software usage

Provide guidance on navigating the financial management platform

💬 Just say: “train clients on accounting software usage”

Payroll Administration

20 tasks

Analyze client payroll data for insights

Identify trends, anomalies, and opportunities for optimization

💬 Just say: “analyze client payroll data for insights”

Assist with client new hire onboarding

Ensure proper payroll setup for incoming employees

💬 Just say: “assist with client new hire onboarding”

Assist with client year-end tax reporting

Prepare and distribute employee W-2 and 1099 forms

💬 Just say: “assist with client year-end tax reporting”

Automate client payroll workflow processes

Leverage technology to streamline payroll activities

💬 Just say: “automate client payroll workflow processes”

Coordinate with client hr and accounting teams

Align payroll data with broader personnel and financial records

💬 Just say: “coordinate with client hr and accounting teams”

Develop client payroll training documentation

Create handbooks, tutorials, and self-help resources

💬 Just say: “develop client payroll training documentation”

File client payroll tax returns

Prepare and submit federal, state, and local tax forms

💬 Just say: “file client payroll tax returns”

Generate client payroll compliance reports

Produce documents required by labor laws and regulators

💬 Just say: “generate client payroll compliance reports”

Handle client payroll record keeping

Maintain employee files and comply with regulatory requirements

💬 Just say: “handle client payroll record keeping”

Implement client payroll data security measures

Protect sensitive employee information and prevent fraud

💬 Just say: “implement client payroll data security measures”

Manage client employee benefits administration

Enroll staff in health insurance, retirement plans, and other offerings

💬 Just say: “manage client employee benefits administration”

Manage client payroll tax deposit deadlines

Ensure timely payments to the IRS and state agencies

💬 Just say: “manage client payroll tax deposit deadlines”

Process client payroll activities

Calculate wages, generate paystubs, and disburse payments

💬 Just say: “process client payroll activities”

Provide client payroll tax guidance

Advise on tax compliance, deposit schedules, and reporting

💬 Just say: “provide client payroll tax guidance”

Provide guidance on payroll tax compliance

Advise clients on changes in laws and regulations

💬 Just say: “provide guidance on payroll tax compliance”

Respond to client payroll inquiries

Address questions from employees about their pay and deductions

💬 Just say: “respond to client payroll inquiries”

Serve as a client payroll subject matter expert

Offer strategic guidance on payroll best practices

💬 Just say: “serve as a client payroll subject matter expert”

Set up client payroll systems

Configure pay schedules, tax withholdings, and deductions

💬 Just say: “set up client payroll systems”

Train client staff on payroll procedures

Educate employees on policies, timekeeping, and self-service tools

💬 Just say: “train client staff on payroll procedures”

Update client payroll for changes in status

Process terminations, leaves of absence, and other HR events

💬 Just say: “update client payroll for changes in status”

Compliance & Regulatory Documentation

20 tasks

Advise clients on data privacy and security laws

Ensure proper handling of confidential information

💬 Just say: “advise clients on data privacy and security laws”

Advise clients on workplace safety procedures

Offer guidance to prevent injuries and OSHA violations

💬 Just say: “advise clients on workplace safety procedures”

Assist clients with government grant applications

Help secure funding and comply with reporting rules

💬 Just say: “assist clients with government grant applications”

Assist with client professional certification renewals

Help CPAs, enrolled agents, and other credentialed staff maintain active status

💬 Just say: “assist with client professional certification renewals”

Coordinate client employment law compliance

Advise on labor regulations, posters, and reporting

💬 Just say: “coordinate client employment law compliance”

Coordinate with client legal counsel on compliance

Collaborate to ensure appropriate policies and practices

💬 Just say: “coordinate with client legal counsel on compliance”

Develop client compliance policy and procedure manuals

Document the firm's best practices and legal requirements

💬 Just say: “develop client compliance policy and procedure manuals”

Facilitate client audits by regulatory agencies

Coordinate information requests and on-site inspections

💬 Just say: “facilitate client audits by regulatory agencies”

Handle client employee retirement plan filings

Submit annual reports and disclosures to the DOL

💬 Just say: “handle client employee retirement plan filings”

Implement client records retention schedules

Establish protocols for document storage and destruction

💬 Just say: “implement client records retention schedules”

Maintain client business license registrations

Ensure proper licensing at the state and local levels

💬 Just say: “maintain client business license registrations”

Maintain client insurance policy documentation

Safeguard records of coverage and claims history

💬 Just say: “maintain client insurance policy documentation”

Manage client information security protocols

Implement controls to protect data, systems, and assets

💬 Just say: “manage client information security protocols”

Manage client sales and use tax compliance

Calculate, file, and remit applicable taxes

💬 Just say: “manage client sales and use tax compliance”

Manage client worker's compensation insurance

Procure coverage, file claims, and maintain records

💬 Just say: “manage client worker's compensation insurance”

Monitor changes in accounting standards and regulations

Communicate updates that impact client operations

💬 Just say: “monitor changes in accounting standards and regulations”

Prepare client osha-required safety documentation

Develop and distribute mandatory workplace notices

💬 Just say: “prepare client osha-required safety documentation”

Process client annual business entity filings

Prepare and submit required state reports

💬 Just say: “process client annual business entity filings”

Provide client training on regulatory obligations

Educate staff on employment laws, tax filings, and more

💬 Just say: “provide client training on regulatory obligations”

Serve as a client regulatory compliance resource

Provide strategic guidance on navigating complex rules

💬 Just say: “serve as a client regulatory compliance resource”

Client Communications

25 tasks

Align client communications with the firm's brand

Ensure consistent messaging and visual identity

💬 Just say: “align client communications with the firm's brand”

Analyze client communication metrics

Track and optimize the effectiveness of outreach efforts

💬 Just say: “analyze client communication metrics”

Collaborate with clients on public statements

Review and approve content for press releases or interviews

💬 Just say: “collaborate with clients on public statements”

Conduct client satisfaction surveys

Gather feedback to improve the client experience

💬 Just say: “conduct client satisfaction surveys”

Coordinate client events and webinars

Plan and promote educational or networking opportunities

💬 Just say: “coordinate client events and webinars”

Create client-facing marketing content

Produce brochures, website copy, and social media posts

💬 Just say: “create client-facing marketing content”

Develop client communication policies

Establish standards for professionalism and responsiveness

💬 Just say: “develop client communication policies”

Develop client communication training for staff

Equip team members with best practices

💬 Just say: “develop client communication training for staff”

Draft client newsletter articles and updates

Compose periodic firm news and industry insights

💬 Just say: “draft client newsletter articles and updates”

Expand client communication channels strategically

Explore new platforms to enhance engagement

💬 Just say: “expand client communication channels strategically”

Facilitate client onboarding and orientation

Ensure a smooth transition to the firm's services

💬 Just say: “facilitate client onboarding and orientation”

Facilitate virtual client meetings and webinars

Manage the technical aspects of remote gatherings

💬 Just say: “facilitate virtual client meetings and webinars”

Follow up on client meeting action items

Ensure timely completion of agreed-upon tasks

💬 Just say: “follow up on client meeting action items”

Handle sensitive client confidentiality requests

Respect and accommodate special privacy needs

💬 Just say: “handle sensitive client confidentiality requests”

Leverage client testimonials and referrals

Incorporate positive feedback into marketing materials

💬 Just say: “leverage client testimonials and referrals”

Maintain client communication logs

Document the history of interactions for reference

💬 Just say: “maintain client communication logs”

Maintain client communication preference profiles

Record details on the client's desired channels and frequency

💬 Just say: “maintain client communication preference profiles”

Manage client email correspondence

Handle inbound messages and send timely replies

💬 Just say: “manage client email correspondence”

Manage client feedback and complaint resolution

Address concerns and implement service improvements

💬 Just say: “manage client feedback and complaint resolution”

Manage client social media engagement

Monitor and respond to online interactions

💬 Just say: “manage client social media engagement”

Personalize client interactions and touchpoints

Customize communications based on the relationship

💬 Just say: “personalize client interactions and touchpoints”

Provide client progress reports and status updates

Share project timelines, milestones, and issues

💬 Just say: “provide client progress reports and status updates”

Respond to client phone inquiries

Address questions and provide information promptly

💬 Just say: “respond to client phone inquiries”

Schedule and coordinate client meetings

Arrange in-person, virtual, or hybrid gatherings

💬 Just say: “schedule and coordinate client meetings”

Take and distribute client meeting minutes

Capture key discussion points and action items

💬 Just say: “take and distribute client meeting minutes”

Financial Statement Preparation

20 tasks

Advise clients on accounting policy selection

Recommend appropriate treatments for unique situations

💬 Just say: “advise clients on accounting policy selection”

Analyze client financial performance trends

Identify meaningful changes in key metrics over time

💬 Just say: “analyze client financial performance trends”

Assist clients with budgeting and forecasting

Help develop annual operating and capital budgets

💬 Just say: “assist clients with budgeting and forecasting”

Assist with client audits and reviews by cpas

Gather information and documentation as required

💬 Just say: “assist with client audits and reviews by cpas”

Compile client consolidated financial statements

Combine information from multiple entities or locations

💬 Just say: “compile client consolidated financial statements”

Conduct client financial benchmarking analysis

Compare the business to industry peers and standards

💬 Just say: “conduct client financial benchmarking analysis”

Convert client financial data to gaap standards

Ensure reporting aligns with accounting principles

💬 Just say: “convert client financial data to gaap standards”

Deliver client financial presentations and briefings

Summarize the results in a clear, concise manner

💬 Just say: “deliver client financial presentations and briefings”

Develop client reporting templates and tools

Create standardized formats to streamline preparation

💬 Just say: “develop client reporting templates and tools”

Draft client financial statement narratives

Provide commentary on the numbers and performance

💬 Just say: “draft client financial statement narratives”

Format client financial statements professionally

Ensure proper structure, layout, and visual presentation

💬 Just say: “format client financial statements professionally”

Gather required financial data from clients

Collect income statements, balance sheets, and cash flows

💬 Just say: “gather required financial data from clients”

Generate client pro forma financial projections

Create forecasts based on the client's business plan

💬 Just say: “generate client pro forma financial projections”

Maintain client financial statement version control

Track changes and preserve prior period records

💬 Just say: “maintain client financial statement version control”

Obtain client approvals on financial statements

Secure sign-off from management or board members

💬 Just say: “obtain client approvals on financial statements”

Prepare client financial ratio calculations

Compute liquidity, solvency, and profitability ratios

💬 Just say: “prepare client financial ratio calculations”

Provide client explanations of financial results

Interpret the statements and answer related questions

💬 Just say: “provide client explanations of financial results”

Provide clients with industry benchmarking data

Share relevant performance metrics and best practices

💬 Just say: “provide clients with industry benchmarking data”

Review client financial records for accuracy

Ensure transactions are properly recorded and categorized

💬 Just say: “review client financial records for accuracy”

Support client loan, lease, or grant applications

Prepare financial packages to support third-party requests

💬 Just say: “support client loan, lease, or grant applications”

Practice Management

8 tasks

Administer client data backup and disaster recovery

Protect financial records and client information

💬 Just say: “administer client data backup and disaster recovery”

Coordinate client engagement profitability analysis

Review the financial performance of each client relationship

💬 Just say: “coordinate client engagement profitability analysis”

Develop client fee structures and pricing models

Determine appropriate hourly rates and service packages

💬 Just say: “develop client fee structures and pricing models”

Maintain client accounts receivable records

Track outstanding balances and aging schedules

💬 Just say: “maintain client accounts receivable records”

Manage client billing and invoicing

Generate and distribute client fee statements

💬 Just say: “manage client billing and invoicing”

Manage the client onboarding and offboarding process

Ensure consistent procedures for starting and ending work

💬 Just say: “manage the client onboarding and offboarding process”

Oversee client file organization and document storage

Implement secure and efficient record-keeping practices

💬 Just say: “oversee client file organization and document storage”

Process client payments and collections

Post receipts, handle late payments, and issue refunds

💬 Just say: “process client payments and collections”

161 Purpose-Built Toolsfor CPAs

Client Onboarding & Engagement

Acquire client signatures on agreements

Assign client to appropriate team members

Automate onboarding workflow processes

Conduct client orientation webinars

Conduct new client intake interview

Conduct post-engagement reviews

Coordinate with other service providers

Create client account profile

Develop client onboarding checklists

Discuss billing and payment terms

Establish bookkeeping protocols

Gather client referrals and testimonials

Maintain client contact information

Manage client document storage and access

Onboard new client in accounting system

Prepare client engagement letter

Prepare welcome packet

Review and update client profiles annually

Review client financial documents

Schedule initial client meeting

Schedule recurring client check-ins

Set up client access to online portals

Terminate client engagements professionally

Transition client to new team members

Tax Season Administration

Analyze tax season performance metrics

Assemble client tax information packets

Communicate tax season status updates

Conduct post-tax season reviews

Coordinate with tax software providers

Develop tax season project plans

File client tax returns electronically

Follow up on missing tax documents

Handle irs notices and correspondence

Implement secure digital tax workflows

Mail tax organizers to clients

Maintain tax compliance calendar

Manage outsourced tax preparation services

Manage tax document delivery and storage

Manage tax document storage and access

Notify clients of tax refund status

Obtain client signatures on tax returns

Prepare and send client tax payment vouchers

Prepare annual tax organizer

Prepare client tax payment arrangements

Process client tax extension requests

Respond to client tax-related inquiries

Review client tax returns for accuracy

Schedule client tax preparation meetings

Train staff on tax preparation procedures

Bookkeeping & Reporting

Analyze client financial performance

Coordinate with client tax professionals

Develop client accounting training materials

Identify opportunities for process improvements

Implement accounting software integrations

Implement internal control procedures

Maintain client accounting documentation

Manage client accounts payable and receivable

Manage client fixed asset records

Monitor client cash flow and liquidity

Prepare client monthly financial statements

Prepare client quarterly estimated tax payments

Process client financial transactions

Provide financial reporting to clients

Provide specialized accounting services

Reconcile client bank and credit card accounts

Respond to client accounting inquiries

Set up client accounting systems

Train clients on accounting software usage

Payroll Administration

Analyze client payroll data for insights

Assist with client new hire onboarding

Assist with client year-end tax reporting

Automate client payroll workflow processes

Coordinate with client hr and accounting teams

Develop client payroll training documentation

File client payroll tax returns

161 Purpose-Built Tools
for CPAs