Task Management

Close Assignees (Preparer / Reviewer)

2min

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Close Assignees is a way to track who is responsible for a particular client's close. There are two roles that you can enable: Preparer and Reviewer.

  • Preparer – the person responsible for doing the initial bookkeeping work.
  • Reviewer – the person responsible for reviewing the preparer's work, and possibly for delivering financials.

You can choose to enable either or both roles. To enable them:

  1. Go to your Practice Settings (⚙️ icon)
  2. Select Practice and Statements
  3. Select Tasks
  4. Turn on Enable Preparer and/or Enable Reviewer.
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Updated 25 Mar 2024
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