Client Work Prioritization and Management Template

More tax-preparation templates

Ensure critical tax filings and client tasks are prioritized and managed efficiently with the Quadrants method. This template helps tax accountants identify urgent tasks and delegate less critical ones, ensuring top clients receive the attention they need.

By following this structured approach, you can improve client satisfaction and outcomes, streamline your workflow, and handle the fast-paced demands of tax preparation and accounting services.

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Client Work Prioritization and Management for Priority Matrix

Client Work Prioritization and Management in Priority Matrix

Prioritize and manage client work effectively using the Quadrants method in tax preparation and accounting.

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Proposed Tasks

Urgent and Important

  • Task 1: File tax for client A due in 2 days
    Complete and submit the tax filing for client A. ☐ Collect necessary documents ☐ Calculate tax ☐ Submit filing
  • Task 6: File tax for client F due in 2 days
    Complete and submit the tax filing for client F. ☐ Collect necessary documents ☐ Calculate tax ☐ Submit filing
  • Task 11: File tax for client K due in 2 days
    Complete and submit the tax filing for client K. ☐ Collect necessary documents ☐ Calculate tax ☐ Submit filing
  • Task 16: File tax for client P due in 2 days
    Complete and submit the tax filing for client P. ☐ Collect necessary documents ☐ Calculate tax ☐ Submit filing

Important, Not Urgent

  • Task 2: Prepare financial statements for client B due in 1 week
    Prepare the financial statements for client B. ☐ Collect financial data ☐ Prepare balance sheet ☐ Prepare income statement
  • Task 8: Prepare financial statements for client H due in 1 week
    Prepare the financial statements for client H. ☐ Collect financial data ☐ Prepare balance sheet ☐ Prepare income statement
  • Task 13: Prepare financial statements for client M due in 1 week
    Prepare the financial statements for client M. ☐ Collect financial data ☐ Prepare balance sheet ☐ Prepare income statement
  • Task 18: Prepare financial statements for client R due in 1 week
    Prepare the financial statements for client R. ☐ Collect financial data ☐ Prepare balance sheet ☐ Prepare income statement
  • Task 5: Prepare tax strategy for client E due in 1 month
    Prepare a tax strategy for client E. ☐ Review client's financial situation ☐ Develop tax strategy
  • Task 10: Prepare tax strategy for client J due in 1 month
    Prepare a tax strategy for client J. ☐ Review client's financial situation ☐ Develop tax strategy
  • Task 15: Prepare tax strategy for client O due in 1 month
    Prepare a tax strategy for client O. ☐ Review client's financial situation ☐ Develop tax strategy
  • Task 20: Prepare tax strategy for client T due in 1 month
    Prepare a tax strategy for client T. ☐ Review client's financial situation ☐ Develop tax strategy

Urgent, Not Important

  • Task 3: Respond to tax authority query for client C due in 1 day
    Respond to the tax authority's query regarding client C's tax filing. ☐ Review query ☐ Prepare response ☐ Send response
  • Task 7: Respond to tax authority query for client G due in 1 day
    Respond to the tax authority's query regarding client G's tax filing. ☐ Review query ☐ Prepare response ☐ Send response
  • Task 12: Respond to tax authority query for client L due in 1 day
    Respond to the tax authority's query regarding client L's tax filing. ☐ Review query ☐ Prepare response ☐ Send response
  • Task 17: Respond to tax authority query for client Q due in 1 day
    Respond to the tax authority's query regarding client Q's tax filing. ☐ Review query ☐ Prepare response ☐ Send response

Not Urgent, Not Important

  • Task 4: Update client D's bookkeeping records due in 3 weeks
    Update the bookkeeping records for client D. ☐ Collect financial data ☐ Update records
  • Task 9: Update client I's bookkeeping records due in 3 weeks
    Update the bookkeeping records for client I. ☐ Collect financial data ☐ Update records
  • Task 14: Update client N's bookkeeping records due in 3 weeks
    Update the bookkeeping records for client N. ☐ Collect financial data ☐ Update records
  • Task 19: Update client S's bookkeeping records due in 3 weeks
    Update the bookkeeping records for client S. ☐ Collect financial data ☐ Update records