SmartSheet for Tax Professionals

MMartinezEA

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

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?

MMartinezEA

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

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. 

MMartinezEA

@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 see

cstevens0221109816

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!

 

Cole