P ProTax Canada

Today at the office

 

0
In the pool
0
In progress
0
Finished today
0
Calls to return
Just arrived · needs assigning
Assigned & working

My work

 

0
On my desk
0
Finished today
Avg. handling
0
Free in pool
Working now
Assigned to me
Shared pool · grab one

My messages

People waiting for a call back from you.

Waiting for a call back
Called back today

Check in a file

Client dropped off documents. Log it, then print the folder tag.

Document type
Folder tag preview
Business name
Owner name
Tax documentsQ1 · Jan–Mar
Received —
 
 
 
In pool
File lifecycle
Dropped off
Picked up
Finished
Filed in box

Storage

Where finished files live — paper in boxes, email files in client folders.

Accounts

Who can sign in. Only you see this tab.

Team

Who works here and what’s on their desk.

Adding or removing people happens in Accounts — everyone needs a login.

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