Any tax professional or a practice management firm needs to measure their performance. Reports of the tasks done help you do exactly this. Typically, it is rather difficult to get reliable reports of your work. It gets even more difficult to interpret them and take action. Now, you don't need to deal with complex spreadsheets to get a report of all the work done at your firm. Unpaper lets you generate custom reports of whatever you want, whenever you want.
Use reports to know the status of any task by any user and of any client. In real time. This helps you gauge the rate at which any task is progressing, and plan a corrective course of action if needed.
With reports, you can get all the data you could need for estimating the performance of your firm. Choose your own parameters like the client(s), user(s), and the date range. Export these reports as a pdf or an excel and gain a very helpful insight on the status of the work being done.
Reports include everything you need to know about the work being done by everyone in the firm. This lets you identify potential issues and adjust the workload accordingly.
Powerful work management tool.
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