TaskManagement | Apex Tax & Advisory
A secure portal for clients to upload documents, track service progress, and manage their accounting needs.
Data types
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Document
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Service
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ClientProfile
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FinancialReport
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Invoice
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BudgetEntry
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FinancialAlert
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CustomReport
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ReportAlert
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ReportAlertNotification
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ScheduledReport
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Message
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Notification
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NotificationPreferences
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Task
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CalendarEvent
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FinancialGoal
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TransactionRule
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DashboardLayout
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ClientInvoice
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ServiceFeedback
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ServiceTemplate
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ServiceOffering
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AgreementTemplate
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ClientOnboardingChecklist
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ServicePackage
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Subscription
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IRSForm9465
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IRSForm2848
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IRSForm9423
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IRSForm656
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IRSForm433
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IRSForm433B
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IRSForm433D
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WorkflowAutomation
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WorkflowLog
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TaxPlan
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OnboardingConfig
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AuditLog
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TeamChat
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ClientContact
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ClientCommunicationLog
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ClientPreference
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DocumentPermission
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DocumentAuditTrail
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TaxFormSubmission
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BillingReminder
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TeamProductivityMetric
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TaxOpportunity
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ComplianceRisk
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TaxProjection
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TaxDeadline
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ForecastScenario
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Lead
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Deal
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Contact
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Case
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DailyMetrics
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Officer
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Attorney
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FinancialProfile
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CaseService
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CaseDocument
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OICNegotiation
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TeamChatMessage
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Counter
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PendingInvite