Kitask
Email and document follow-up
Connect email to send from a job and keep replies with it. Document classification and receipt need human confirmation. Rules can advance ready work when enabled.
KITASK · A CLEAR NEXT STEP FOR THE WORK
Keep tasks, documents,
conversations and review
moving together.
Keep the owner, due date, missing documents and next action with the work. Take a client job through review, invoicing and collection in one connected workflow.
Built around the work Australian accounting practices do today.
ONE CLIENT JOB, FROM START TO FINISH
A handoff should carry
the whole story.
The work moves forward. Its documents, conversations and decisions move with it.
-
01
Assign the work
Name the owner and set the due date.
-
02
Request documents
Keep the requested items with the client job.
-
03
Follow up
See the conversation and what is still outstanding.
-
04
Confirm the documents
A person confirms classification and receipt.
-
05
Prepare and review
Pass the work on with its record and context.
-
06
Invoice and collect
Follow unbilled, outstanding and collected amounts.
Status changes and automatic actions follow the rules enabled by your practice.
SIX EVERYDAY WORKING VIEWS
The same work.
A view for each next step.
Start with your own priorities, then bring the team, client and billing into view.
01
Your work, today
Open tasks, due dates, client queries and work waiting for your review.
Explore this view ↗
02
The whole practice
See work by person, unassigned jobs and the next allocation decision.
Explore this view ↗
03
Client context
Keep client details and job history beside recurring obligations, including BAS and ASIC in the accounting pilot.
Explore this view ↗
04
Replies and documents
Request documents from the task and follow replies when email is connected. Confirm received documents yourself.
Explore this view ↗
05
A clearer review handoff
Review the job with its communication, documents and activity record in reach.
Explore this view ↗
06
Through to collection
Keep the billing stages distinct and see what still needs attention.
Explore this view ↗SEE THE PRODUCT IN MOTION
Less imagining.
More seeing.
Watch the existing product overview, then explore the six feature films in the product tour.
Browse all six feature films ↗CONNECTED, WITH CLEAR CONDITIONS
Tools keep their data.
Kitask moves the work.
Connections bring events into Kitask. Enabled rules determine what happens next.
Xero and billing
Xero synchronisation and payment events require a configured connection. Enabled rules can update a matched bill. Creating an invoice draft is a separate configured action.
Rules you can inspect
Check the trigger, conditions and action before enabling a rule. Event records help the team see what ran and what happened.
KNOW WHAT YOU ARE USING
A clear workflow.
Clear information, too.
Read the existing security, hosting and compliance information before choosing how to use Kitask.
TAKE THE NEXT STEP
See where your work
goes next.
Explore the screens, or try a guided workflow in the demo.