I am a CPA with many clients who require a wide range of services, but not always at the same time. For example, I may have a client that has weekly payroll and another who has bi-weekly payroll. I may have clients that do not file corporate tax returns and others who. There is multiple tax form 1040, 1065, 1120, 1120-S etc.
I need a way to control and have a dashboard tell me what is complete or pending etc., to get a view of the status of that client. I also need similar too the one dashboard above, except inverted. Instead of a view of all task, the second dashboard would e setup where I would I would select a tax, and se how may jobs we have not started, in progress, complete.
My name is Kelsie and I have had two years of experience using Zoho tasks such as;
- Managing databases
- Data visualisation
- Data Analytics
I have used Zoho along with Microsoft excel and Microsoft word to create reports for upper management within government offices. With my goal oriented personality and ability to focus on any task I know that I am most suitable for this opportunity.