Prioritize and Track Client Work Template

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Use this template to effectively prioritize and track client work in your accounting firm. By leveraging Priority Matrix, you can ensure that urgent and important tasks are handled first, improving client satisfaction and outcomes. This template helps you maintain immediate visibility of crucial tasks, from reviewing client files to organizing meetings and preparing for tax filings.

Streamline your workflow, enhance productivity, and deliver exceptional service to your clients by implementing this structured approach to managing client work.

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Prioritize and Track Client Work for Priority Matrix

Prioritize and Track Client Work in Priority Matrix

Prioritize and manage client work efficiently using Priority Matrix to focus on urgent and important tasks.

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Proposed Tasks

Critical & Urgent

  • Task 2: Organize Client Meetings for the Week
    ☐ Schedule meetings ☐ Prepare agenda ☐ Send out invites
  • Task 1: Review Client Files Due in 1 Day
    ☐ Check for any missing information ☐ Analyze financial data ☐ Prepare reports

Critical & Not Urgent

  • Task 3: Update Client Financial Records Due in 1 Week
    ☐ Collect financial records ☐ Enter data into system ☐ Check for discrepancies
  • Task 4: Prepare for Quarterly Tax Filing Due in 3 Weeks
    ☐ Gather necessary documents ☐ Calculate tax liabilities ☐ File tax returns

Not Critical & Urgent

  • Task 5: Respond to Client Emails Due Today
    ☐ Read emails ☐ Draft responses ☐ Send replies
  • Task 6: Follow Up on Pending Payments Due in 2 Days
    ☐ Check outstanding invoices ☐ Contact clients ☐ Arrange for payment

Not Critical & Not Urgent

  • Task 7: Attend Networking Event Due in 1 Month
    ☐ Register for event ☐ Prepare business cards ☐ Plan networking strategy
  • Task 8: Professional Development Course Due in 6 Weeks
    ☐ Enroll in course ☐ Attend classes ☐ Complete assignments