Easier Search
Quickly find exactly what you're looking for without scrolling. Simply type the name of a request, assignee, account name, or request owner into the search bar for instant results.
Smarter Filters
Effortlessly filter your requests based on key criteria:
Status
Due date
Progress
Last activity
Request type (including Tax Returns and Organizers)
Custom Views with Sticky Filters
Your preferred filters stay applied even if you navigate away from the Requests Page. When you return, your filtered view is exactly as you left it, making it easy to resume your work seamlessly.
Prioritization
Quickly identify and prioritize requests by sorting according to Progress, Due Date, Activity, etc. Clearly see what's ready to move forward and focus your attention efficiently.