Tax season means hundreds of returns, missing forms, and a hard April deadline for every client. Basecamp collects client documents and workpapers in one project, so the firm knows what’s filed and what’s still waiting.
Manage projects, coordinate teams, and master your company with Basecamp
Managing tax season
Kessler & Lowe collects 1099s, K-1s, and signed forms through Email Forwards, and the splits up the home stretch. Workpapers for individual, business, and extension returns live in Docs & Files, Automatic Check-ins tally the returns everyone finished, and To-dos cover the final two weeks.
Background by Julien Riedel via Unsplash
The same core features are included with every package
- Message Boards for internal announcements
- To-dos for tracking work and accountability
- Card Tables is our take on Kanban for process tracking
- Chats & Pings for group chat and direct messaging
- Scheduling for deadlines, milestones, and events
- Docs & Files for storing assets
- Reports & Automatic Check-ins for staying up on things
- Connect your AI agents, Claude, ChatGPT, Muse, Grok Bot, and others
- Rock-solid reliability and a record you can trust
Want a walkthrough? Live Q&A session? Book a personal demo with our team.