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Jobs and documents
Turn a clear scope into prepared client work. Plan milestones, review signatures, choose questionnaires and organize the files the engagement needs.
Prepare a contract and review its scope
Define the service, outputs and exclusions before reviewing the agreement.
Plan milestones and read job statuses
Plan recognizable phases and distinguish job filters from actual approval or payment.
Prepare your signature and understand signing order
Find Draw and Type, review consent and separate your signature from the client’s.
Prepare document requests and organize your files
Separate client requests from your own library and ask for clearly named records.
Choose and preview tax organization forms
Inspect the audience, conditional questions and preview-only state before selection.