For accounting practices
From a missing document to a new engagement, TaskDesk gives your practice one clear way to collect incoming work, assign it across the team and keep the next step in view.
Request in progress
Collecting tax-return documents
Next step
A client sends the missing records; the practice assigns a review and notes what is still outstanding.
Practice team
Assigned owner
An illustrative example of organising work in TaskDesk.
Accountants
Bring requests and follow-up tasks together when they currently arrive through inboxes, calls and scattered messages.
01
Collect a client’s tax-return or payroll documents in one request, with an owner and expected date the team can see.
02
Keep each client’s recurring tasks together, from opening and assignment through updates and completion.
03
Move an email request into a trackable case, with its attachments and conversation connected.
Work examples
Everyday examples your team can organise in TaskDesk—not automated tax advice.
A client sends the missing records; the practice assigns a review and notes what is still outstanding.
An invoice to review reaches the right work queue, already linked to its client contact and discussion.
The team gathers initial details and coordinates internal steps without losing updates between inboxes.
The workflow
Each request has an owner, a status and a history the team can revisit. That makes it easier to reply with context instead of reconstructing a conversation from scratch.
TaskDesk organises requests, tasks and communication. It does not provide tax advice or replace your practice-management or accounting tools.
Shared context
Each request has an owner, a status and a history the team can revisit. That makes it easier to reply with context instead of reconstructing a conversation from scratch.
TaskDesk pricing
Choose the number of seats that suits your team. Try TaskDesk with real requests from your day-to-day work.
Starter
For small firms and sole practitioners getting started.
+ VAT
5 users included
+ Additional collaborators at €6/month (max 4)
Start trialTeam
For growing firms that need structure and speed.
+ VAT
10 users included
+ Additional collaborators at €6/month (max 9)
Start trialBusiness
For established firms with multiple consultants and locations.
+ VAT
20 users included
Start trialEnterprise
For large organisations that need to scale without limits.
Same features across all plans. Only the user count changes.
Start with one real request and make the next step visible to everyone.
