Task Management

Organize, Priorize, and Excel

Harness the Power of Efficiency with SonarCX’s Advanced Task Management

For tax and accounng firms, there’s no margin for error. Every task, big or small, maers. SonarCX Task Management offers unparalleled clarity, ensuring nothing slips through the cracks.

Key Features

Customized Workflow

Design workflows that match the unique rhythms of your firm.

Complete Visibility

Instantly know who's handling each task and their progress.

Deadline Tracking

Missed deadlines are a thing of the past. Stay ahead and informed.

Benefits

Boosted producvity and accountability.
Reduced redundancies and missed opportunies.
Empowered staff with the tools to excel.

User Tesmonial

“With SonarCX Task Management, our team has never been more organized. Everything is clear, and we’re delivering our best work faster than ever.”

Custom Boards:

Create boards tailored to your unique workflow requirements.

Manage Timelines:

Set due dates and reminders to ensure mely task compleon.

Advanced Organization:

Categorize tasks by type, priority, due date, and more.

Custom Fields and Workflows:

Configure task to align with your organization's specific needs.

Activity Timeline:

Keep a detailed record of all task-related activities, including emails.

Kanban View:

Visualize tasks with drag-and-drop simplicity for easy management.

Team Collaboration:

Communicate seamlessly within tasks in real-time.

Complete Accountability:

Assign task Owners, Leads, Watchers, and Additional Assignees.

Configurable Notifications:

Customize email and SMS notifications to stay informed.

Checklists and Subtasks:

Simplify complex tasks with checklists and subtask functionality.

Document Storage:

Store all task-related documents conveniently within each task.

Roles and Responsibilities:

Control access with role-based permissions for viewing, editing, and updating tasks.

Tagging:

Categorize tasks further with tags for streamlined organization.

Time Tracking:

Monitor project and assignment durations for better time management.

Mentions:

Notify individuals, specific groups, or your entire team with intelligent user notifications.

Group Edit Tasks:

Bulk update multiple tasks at once.

Unlock Your Business Potential

SonarCX is the key to elevating your operations, improving client satisfaction, and growing your success. Our user-friendly platform is quick to implement, and we’re here to support you every step of the way.

Schedule a Demo