What you get
Every practice has the spreadsheet. One tab, one row per client, colour-coded columns, and one person who understands it. It works until two people need it open at once, or until the person who built it is on leave in March.
This is the same information as a board that several people can use at the same time. Stages are configured to match how you already work rather than an imposed process. Each client and period has an owner and a due date, and overdue work is visible without reading every row.
Demand here is sharply seasonal – February to March and June to July. That is worth knowing for marketing, and it is also why the build deliberately excludes anything that depends on an ATO or practice-software connection: those turn a predictable week into an unpredictable one.
Included vs needs scoping
What's included
- Configurable stages matched to your own workflow
- Every client visible on one board, filtered by stage, owner or period
- Assigned owner per client per period
- Due-date tracking with overdue highlighting
- Notes and status history per client
- Reminders to the assigned staff member
- Filtered views saved per staff member
- CSV export for partner review
Not included / needs scoping
- Lodging anything with the ATO
- Pulling client or lodgement data from Xero, MYOB or practice management software
- Time recording or billing
- Document storage - that is the document collection portal
- Automatic rollover of a client book between periods