Unique to CPApp, this is where you keep track of what tax information has been received and what is still pending.
Checklist
Check the box as each piece of information is received. The email reminder (below) pulls from the unchecked list to remind clients as to what is still outstanding.
GET CPApp
USING CPApp
1. Staff Roles
2. Staff
3. Contacts (watch video)
4. Tracker (watch video)
5. Rates
6. Timesheet