Taxwise generates tasks automatically from invoices — one per service — and assigns each one to the right-skilled staff member with the lowest workload who is checked in today. Work stops sitting in an inbox waiting to be handed out.
The challenges
- Someone has to read every invoice and hand out the work by hand.
- Tasks given to people who are on leave or already overloaded.
- No single place to see who is doing what.
- Deadlines slipping because work was never assigned.
Example workflow
- An invoice is created with one or more services.
- Taxwise creates one task per service on the client profile.
- Each task is assigned by skill, workload and today’s attendance.
- Staff update status, comment and attach files until the work is delivered.
How Taxwise helps
Tasks from invoices
One task per service, created automatically.
Smart auto-assignment
Routed to the right-skilled staff member with the lowest workload who is checked in.
Status, comments and files
Everything about a piece of work stays on its task.
Reports
See open, completed and overdue work across the firm.
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