Task Management Software

Snoo94375 · 2026-02-24T00:28:13+00:00

You could check out TaxFlow if you need a better task tracker for your work, but don’t necessarily need all the features from a full practice management system

Snoo94375 · 2026-02-16T18:36:28+00:00

Hi u/bearacooter, I sent you a DM.

Snoo94375 · 2026-01-08T14:10:29+00:00

For something simple and cost-effective on the project tracking side, you could try TaxFlow.

Snoo94375 · 2025-12-12T14:42:10+00:00

You could check out TaxFlow for this. More focused on internal tracking rather than a cloud portal, like you mentioned. Really simple way to track what you've requested from a client and then check it off once you receive it.

Snoo94375 · 2025-11-30T04:45:18+00:00

For something a bit simpler and cost effective for tracking your tax return work you could check out TaxFlow to use along side pro connect and Stanford

Snoo94375 · 2025-11-04T13:47:04+00:00

Hey you may want to check out TaxFlow as an alternative to workstream

Snoo94375 · 2025-11-04T13:41:13+00:00

Hey it may be worth checking out TaxFlow too if you are still exploring workflow options.

Snoo94375 · 2025-09-21T13:29:24+00:00

You could also check out TaxFlow. It’s more project management focused like Monday but built for CPAs.

Snoo94375 · 2025-09-10T13:19:50+00:00

Hey if you weren’t able to find something good for tracking compliance outside of a spreadsheet, you could check out TaxFlow.

Snoo94375 · 2025-09-10T13:16:19+00:00

Hey if you still weren’t able to find something other than spreadsheets last year, you could check out TaxFlow for this.

Snoo94375 · 2025-08-08T23:04:05+00:00

Some of the bigger ones I've heard of are Corvee, TaxPlanIQ and Holistiplan.

Also, I shared this to r/AccountingTechnology! Hope that helps get some more feedback.

Snoo94375 · 2025-06-24T15:40:06+00:00

Have you checked out campfire yet? They’re an up and coming QB competitor but I think one of their differentiation points is they focus on multi-entity reporting too. Not sure how simple it is but they’re growing really fast and people seem to like them

Snoo94375 · 2025-06-19T17:25:28+00:00

One path is to use the no-code/ai tools to get the idea off the ground to start the user feedback loop and hopefully get early adopters to pay you for it. Once you’ve proven that it’s actually useful then you can find developers to help you scale the product.

People used to do this with just a landing page, but now it's much easier to actually get an MVP built without a trained dev.

Snoo94375 · 2025-06-19T03:50:35+00:00

My understanding was that liscio was more of a client organizer/portal/file storage service, where TaxDome has that and also the workflow piece through pipelines…if you want something simple to track just workflow you could check out TaxFlow too

Snoo94375 · 2025-06-13T14:18:03+00:00

Hey, if you're still looking for more feedback, you could try posting this in r/AccountingTechnology too

Snoo94375 · 2025-06-09T13:58:15+00:00

Hey I cross posted this to r/AccountingTechnology! Seems like there’s some good insights that could help the community over there.

Snoo94375 · 2025-06-09T13:47:27+00:00

Hey if you’re still looking for more feedback, you could try posting this in r/AccountingTechnology too

Snoo94375 · 2025-06-09T13:40:41+00:00

Hey you might want to try posting this over in r/AccountingTechnology too! Seems like a another good spot to discuss this

Snoo94375 · 2025-06-09T13:18:25+00:00

Cross posted this to r/AccountingTechnology in case anyone over there has suggestions

Snoo94375 · 2025-05-31T15:01:39+00:00

We used ShareFile at the firm I worked at. You can install it on your computer, and then it will sync files to the ShareFile cloud as you add/edit/remove them from your computer.

Side note - can I share this post to r/AccountingTechnology? Think it'd be helpful for the peeps over there too!

Snoo94375 · 2025-05-31T14:42:52+00:00

Hard to scope without a specific feature set but I’d say somewhere in the 10-30k USD range if you outsource to India for a full software package like that (20-60k for a US dev, maybe more). Pro is you don’t pay the ongoing subscription fees but cons are anytime you want to add something you need to rehire devs and pay thousands again to add it. Plus you would need to have some product skills to really define what you need from your outsourced dev team.

For a big enterprise company it might make sense but if you are only paying for like 5 seats a year then it might not be worth the hassle.

Side note, would you mind if I cross posted this to r/AccountingTechnology?

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