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SmartSheet for Tax Professionals

edited 12/09/19 in Archived 2015 Posts

Did you know that SmartSheets is an awesome tool for tax professionals? I created a Tax Client smarsheet with all tax clients, tax prepation workflows and Counts on where each tax return was (started, WIP, pending client info, completed). Was a time saver and provided high efficiency during tax season. Happy Smartsheeting!!


  • Travis
    Travis Employee

    That sounds like a great sheet! Would you be willing to add a few screenshots (hiding personal data) with an explanation of how it works?

  • Travis  yes! It honesly save my tax practice. Here's the deal. If you can help me how to figure out how to create a chart (or gant view) with my tax return counts, i will share sheet. Deal?

  • Travis
    Travis Employee

    I will try my best! Could you provide me with an explanation of exactly what you are trying to do? 


    The Gantt chart is used to illustrate a project schedule, so that likely will not work for you but we have a charts feature in Smartsheet Labs that might be exactly what you are looking for. 

  • @Travis- I started a new discussion and you can respond there if you like. we can work on this project later =)


    Can you help me get the Outlook to work? I click on the link to add app and it just gives me a blank page? is there a video on EXACTLY how to set up? You can respond in discussion for other to seeWink

  • Hi!

    I'm looking at SmartSheets as a potential solution for my tax firm to track projects and to collaborate with clients and staff. Can you guys offer any advice or how you have used this program? I would greatly appreciate it!



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