Assign work to named people, see what you delegated, share client boards with controlled access, and keep a record that survives someone being on leave.
Work in a practice is delegated verbally and tracked in someone's head. That holds until the head belongs to a person who is on leave during the week a return is due. Finatica gives every piece of work an owner, a state and a history that outlives the conversation that created it.
Assignment is to a named team member, not to a colour or an initial in a cell — and tasks can only be assigned to people who are actually on that dashboard team.
One view for what you assigned to others, one for what is assigned to you — across every client dashboard, without filtering a master sheet.
Share a client dashboard at view or edit level with specific colleagues, and change or revoke that access when the engagement changes.
Assignments, comments and status changes reach the team in real time, so nothing waits on someone refreshing a page.
Delegation in a small practice is usually a sentence: "you take the GST for these four clients this month". It works because everyone remembers. It stops working at the exact moment it matters most — during the filing week, when someone is unwell, a client sends data late, and a task that everyone assumed was covered turns out to be owned by nobody. The cost is not just the late fee; it is the hour spent reconstructing who was supposed to do what.
A filing is rarely a single action. Data is requested, chased, received, checked, prepared, reviewed, filed, and the acknowledgement is saved. Modelling that as one binary cell loses every intermediate state where things actually get stuck. Finatica models the states that matter and makes the stuck ones visible.
Capacity in a practice is invisible until it fails. Because every task carries an assignee and a state, the distribution of open work across the team is a fact rather than an impression — you can see who is carrying what before the filing week rather than during the post-mortem, and rebalance while rebalancing is still cheap.
Four steps to get work out of conversations and onto a board.
It is the layer that records who is doing what. In a practice the unit of work is a filing or a client deliverable, so team management means assigning that work to a named person, tracking its state through to completion, seeing what each person is carrying, and keeping a record of who did what and when. Generic project tools model projects; a practice needs to model recurring obligations across many clients.
Yes. A Delegated view shows every task you assigned to someone else and its current status, so following up does not require asking. Each person also has a My Tasks view showing their own work across every client dashboard.
Yes, with controlled access. Dashboards can be shared with specific colleagues at view or edit level, and access can be changed or revoked. Tasks can only be assigned to members of that dashboard team, which prevents work being handed to someone who cannot actually see it.
Assignment, comments and status changes generate real-time notifications through a live connection, so the team sees changes as they happen rather than on their next login.
Yes. Tasks carry comments, subtasks and activity history, and deleted tasks are soft-deleted and recoverable for a period rather than removed outright — which matters when a filing record is later questioned.