Onboard seasonal staff before the rush
Seasonal preparers arrive weeks before the busiest month and leave soon after it. Every hour spent explaining where the client list lives and which file is next is an hour of a short contract gone. Per-seat tools make it worse — each temporary hire becomes a licence negotiation.
Firms onboard seasonal staff in SpidNums by adding them to the roster and assigning clients and tasks directly — no per-seat licence, since the flat plan includes unlimited team members. Ordered tasks tell a new preparer what is next without a walkthrough, the Kanban and table views show the same board, and workload numbers update live as assignments land.
How firms run it, step by step
Add the hire to the roster
Seasonal staff join the Internal Team roster like anyone else. The plan includes unlimited team members, so a March hire is not a licence purchase.
Internal Team
Assign a starter book
Clients and tasks are assigned directly to the new preparer, and their workload — clients handled, open tasks — computes live from day one.
Internal Team
Let ordered tasks do the training
Projects hold ordered tasks, so "what do I do next" is answered by the list instead of by interrupting a senior.
Task Master
Give them the view they think in
Table and Kanban are a toggle on the same board. Filters narrow it to the preparer's own work, and status changes happen inline.
Task Master
Leave the context in notes
Internal notes carry client quirks and history, so the seasonal hire reads the file's story instead of reconstructing it.
Internal Team
Rebalance as the season peaks
Live workload numbers show who is saturated. Reassigning a client or task moves the number immediately, so the correction is visible as it is made.
Internal Team
Internal Team
Task Master
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Frequently asked questions
Do seasonal staff cost extra in SpidNums?
No. SpidNums is one flat plan — USD $1,200 per firm per year — with unlimited team members and clients included. Adding three seasonal preparers in February and winding them down in May changes nothing on the invoice.
How fast can a seasonal hire start working files?
As soon as they are on the roster with clients or tasks assigned. Ordered tasks tell them what is next, filters narrow the board to their own work, and internal notes carry each client's context — the walkthrough burden drops to the genuinely unusual files.
What happens to their work when the season ends?
Reassign their clients and tasks to permanent staff; workload numbers update live as the assignments move. Notes and task history stay on the clients and projects, so nothing leaves with the person.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.