We’ve created over 20 Trello templates for accounting and tax firms to start using immediately to boost productivity. From client onboarding to bookkeeping and everything in between. You'll get more done in less time.
With over 50 million users, Trello allows tax and accounting professionals to work remotely and collaborate seamlessly on client projects. Get all of our Trello templates for free.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
...
.svg)
