On Task or Nah? Team Task Tracker for Tax Pros

Stay on top of your tax office operations with this ready-to-use task tracker. Designed for busy tax teams, it helps you assign tasks, monitor progress, and review weekly without constant check-ins.

What’s Included:

Editable task tracker template (Google Sheet + Canva layout)

Assignment workflow guide

Daily & weekly review checklist

Communication tips and sample team messages

Perfect For:
Tax preparers, EROs, VAs, and small office teams who want to stay organized and accountable during tax season.

Keep your team on task—no reminders needed.
Pair it with “What’s Your Job Description?” and “Info Tight” for a complete backend system.