I use Client Tasks for customised tax return and account preparation checklists, however:
- When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist. Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying. Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive.
- We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.
In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.
I’ve invested countless hours into creating various client checklists. They promise to be amazing, however they’re not.
Please finish Client Tasks so they work as clients expect them to work, and how accountants need them to work.