Taskingos App Store
Accounting Client Document Tracker
Manage clients, document requests, tax season tasks, review status, and filing handoffs.
Built for operators
Launch the workflow first, then refine it around your team.
An accounting operations starter for firms that need client document collection, review queues, and deadline visibility.
Keep Clients and follow-up work in one view.
An accounting operations starter for firms that need client document collection, review queues, and deadline visibility.
01Give every handoff an owner and a next step.
Centralize document chase work
02Use Missing Documents to catch stuck work early.
Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.
03Portal-lite included
Give clients a clean place to send information back.
This app installs with a configurable portal for secure account access, public forms, requested uploads, status views, and account-scoped records. Admins can decide which internal records, fields, forms, and files appear outside the workspace.
Forms and uploads flow into the installed app with mapping back to records.
Only approved fields, statuses, pages, and files are visible to the signed-in portal user.
Workspace admins tune portal labels, accent color, email subjects, modules, and data scope.
What installs
A ready operating system, not a blank template.
Install the starter and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.
01
The shared source of truth
Records
Give the team clean places to keep the operational details that drive the workflow.- Clients
- Document Requests
- Tax Tasks
- Review Items
02
The process your team follows
Workflows
Move work through visible stages with owners, timing, and follow-up queues.- Document Request Sent
- Missing Document Reminder
- Review Assignment
- Filing Handoff
03
The views operators check
Reports
Surface open work, stuck follow-ups, aging queues, and the next priorities.- Missing Documents
- Review Queue
- Deadlines At Risk
04
The handoffs around the app
Integrations
Connect the starter to the tools your team already uses for communication and files.- Google Workspace
- QuickBooks
How it works
Start from a complete app, then make it feel native to your business.
Install the starter, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.
Document Request Sent
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Missing Document Reminder
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Review Assignment
Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.
Filing Handoff
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Operator customization
Ask the operator to shape this app around your exact business.
The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.
- Centralize document chase work
- See blocked clients early
- Keep tax season tasks owned
Customize this accounting tracker with client document requests, missing item reminders, review queues, and deadline reports.
Use this app as your starting system.
Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.