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Sold as on add-on to PowerPM or stand-alone, TrakDate is a powerful due date monitoring system designed to track multi-step tasks through to completion. Especially useful in tracking the steps in the preparation of tax returns, any project may be assigned an unlimited number of multi-step tasks with associated due dates and extensions.

An unlimited number of multi-step work types may be defined with up to 20 discrete steps. For example, work type TAX might have the following steps: Review, Prepare, Assemble, Sign, Deliver. Each work type may be assigned an unlimited number of tasks with specific due dates and up to three extensions. For example, within the work type TAX, one might set up tasks based on tax forms 1040, 1120, 5500, etc.

An onscreen display of incomplete tasks allows management to pinpoint those items which are falling due and still incomplete. Employees date and initial the completion of each step, thus the status of tasks is easily reviewed and may be modified onscreen by management or the employees working onthe tasks.

FEATURES

  • Integrated with PowerPM - elimintates duplication of entry and maintenance of Client Data.
  • Onscreen Task Management—Tasks may be selected by office, management, task or work type, and sorted, sub-totaled or viewed by work year, work type, management, due date, extension date, or step.
  • Step Report for firm-wide review of tasks has extensive sorting and selection capabilities.
  • Multi-User—Full multi-user access is available using CLI’s advanced client/server technology. See the PowerPM Multi-user module

Other Applications

The following applications are designed to work hand-in-hand with TrakDate Task and Due Date Tracking Software:

"TrakDate Task and Due Date Tracking Software" is part of the PowerPM Practice Management Software line of products, developed by Commercial Logic.