Project Overview

the projects module is your main place to manage all your accounting work—like onboarding a client, doing month end closing, or reviewing financial records instead of using emails, spreadsheets, or jumping between different tools, you can manage everything in one place—clearly and easily what can you do with projects? inside each project, you can group similar tasks together so things are easy to follow assign tasks to your team members set due dates to avoid missing deadlines add gl reconciliations and review points to track important checks see a full activity history—so you know who did what and when use case client onboarding when you get a new client, there are a few steps you always need to follow—like collecting documents, getting access to their accounting software, setting up files, and checking their old data doing all this over email or notes can get confusing, and it's easy to forget something that’s why you can use the projects module with projects, you can keep all tasks and details in one place so nothing is missed and your work stays organized