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    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

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    Mukhethwa Mufamadi CA(SA) commented  · 

    This is a great idea. Even better if these tasks can be assigned to other users by the user. e.g., The bookkeeper can assign a task to the tax accountant once they are done with the P&L so that the tax accountant can complete a VAT return, etc., or an accountant can add a task for the manager to review their own work, etc.