Task Management Software for Accountants Teams

Balance More Than Just The Books

From receipts to reports — sorted.

Your ledger life, organized

Task prioritization & deadlines

When you're managing multiple reports, payments, and filings, every task has a timeline. Taskee helps you keep track of what’s urgent, what’s upcoming, and what’s done — so nothing slips away from your attention span.

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Kanban boards

From month-end closes to tax prep, accountants handle structured workflows. Taskee’s Kanban boards give you a clear, visual layout of every stage — so you can move tasks along and instantly see what’s in progress, pending, or complete.

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Custom statuses & tags

Different clients, departments, or types of paperwork? Set up custom statuses and use tags to keep everything organized and filterable, without getting lost in the numbers.

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Secure file storage

Spreadsheets, contracts, receipts, and endless PDFs — Taskee keeps them stored right where the related task lives. …instead of scattered across email chains or random folders.

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Clear audit trail

Comments, edits, and attachments are saved on the task itself, so Taskee creates a reliable trail of who did what and when. Great for accountability — and even better when someone asks, “Hey, where’s that file again?”

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When spreadsheets can’t fix everything

Scattered documentation and missed deadlines

Between invoices, reports, payrolls, and audits, important tasks and files tend to slip through the cracks. Taskee’s task prioritization, due dates, and centralized file storage keep the right document attached to the right deadline, so nothing gets missed.

Too many clients, too little structure

Juggling multiple clients or departments at once can lead to confusion and miscommunication. Taskee’s separate project boards and custom tags help you keep everything neatly organized — client by client, case by case.

Constant context switching

Switching between payroll, taxes, reporting, and reconciliation eats up your focus and time. Taskee’s Kanban boards let you view just what you need, grouped by task type, urgency, or category, so the rest stays out of sight.

Lack of transparency within the team

Updates get lost in email threads or Slack messages, and it’s hard to tell who’s working on what. Taskee’s task comments, mentions, and real-time updates keep everyone on the same page, even across teams.

Too many tools, not enough clarity

When docs live in Google Drive, communication happens in chat, and deadlines are tracked in spreadsheets — it’s hard to see the big picture. Taskee centralizes your workflow, bringing communication, files, and task management together in one space.

Pricing

Totally

Free

Unlimited number of users

Up to 10 GB of storage

Currently, you can use the product completely free of charge, based on the Terms of Use. However, you can support us and donate as much as you want on a one-time or monthly basis.

Taskee pricing

Frequently Asked Questions

Can Taskee handle multiple clients at once?

Absolutely. Separate project boards keep each client’s workflow and docs in their own corner of your workspace, instead of buried among five versions of “Q1_Report_ClientA_FINAL_FINAL_v3.pdf”.

We already have accounting software. What’s Taskee’s role?

Taskee doesn’t replace your accounting tools — it organizes your team around them. Task management, collaboration, and document tracking live on the same board, so your actual finance software can do its thing while everyone else stays on track.

We work on tight monthly cycles — how fast is onboarding?

Fast. Like “explain-it-in-one-email” fast. Taskee is designed to be intuitive from the get-go, so your team can pick it up and get back to billing hours, stat.

What if we’re working with external stakeholders or auditors?

Taskee’s comments, mentions, and file sharing make it easy to loop in people outside your team. Everything stays in context, nothing gets buried in email chains.