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Accounting task inspiration

Juggling month end tasks, tax deadlines, budget planning and statutory deadlines can be hard. Working as a finance professional means keeping track of all the details, all of the time. Workiro helps you effectively manage strategic and day-to-day tasks, and lets you focus on what’s most important at the right time. All within a secure platform, keeping any confidential information and communication safe.

Suggested tags for organisation

Organise and group tasks and conversations using your own tags, for example:

  • Tax 
  • CashFlow 
  • Budgets 
  • Analysis 
  • Risk 
  • Client 
  • Forecasting
  • Reports 
  • Audit 
  • Reconciliation 
  • Adjustments 
  • CPD 
  • FY2020 
  • Q4 
  • Monthly 
  • Quick

Task templates

For efficiency, create templates in GetBusy for recurring tasks and repetitive processes. Here are some ideas: