Sam Patrone
Question:
How are advisors, their teams, CS and the billing team supposed to know the current status of an engagement without creating an external tracker or duplicate data source?
Impact:
The current offering suggests that Harness will improve the efficiencies of CPA’s tax practices. Without being able to gauge where work is, the engagement management process will be negatively impacted.
Solution:
I suggest that we add a “current task” feature to all engagement cards in the detail box, in the highlighted location attached:
The dropdown options would be as such:
  1. awaiting client documents
  2. ready to prep
  3. in preparations
  4. awaiting open items
  5. in review
  6. final review
  7. client signature – at which point CS would know to send E-file for client review/ sig)
  8. awaiting client signature - once signature sent
  9. eFiled – after “review and e-sign your tax returns” task is moved to done AND CS (or advisor) has filed the return
  10. eFile accepted – CS or advisor must confirm acceptance
  11. billing – once acceptance has been confirmed the billing process begins
  12. add additional steps for the billing process
  1. extend – will allow for returns to be moved to the extension “list”
  2. extension accepted – at this point extension confirmation is confirmed and the advisor (or team) can manually move the return to its appropriate spot in the return completion cycle (steps 1-6 above)
Steps 1-7 would be managed by the advisor and their team.
Steps 8-11 would be managed by the CS team member.
The billing process would start off with the advisor preparing the draft for the CS at which point there would be a hand off to CS to complete the billing process

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