Run firm work on a Kanban board
Half the team thinks in lists, half in boards, and forcing everyone into one view means half the team keeps a private tracker on the side. Standalone Kanban tools make it worse: the board has no client records or statutory deadlines behind it, so it drifts from reality and someone reconciles it weekly.
Task Master runs firm work as projects per client and period, with ordered tasks inside each. A toggle switches between a table and a Kanban board over the same underlying tasks, with filters and inline status changes in both — so list-thinkers and board-thinkers work one shared dataset, and every card is tied to a real client record and a real due date.
How firms run it, step by step
Open a project per client per period
Work is scoped the way a practice actually runs: this client, this period. The project holds the ordered tasks for that engagement.
Task Master
Order the tasks inside the project
Tasks are ordered, so the sequence — chase, prepare, review, sign off — is visible structure rather than convention.
Task Master
Toggle the view, not the data
Table for scanning and sorting, Kanban for working a column of files through a stage. One toggle, same tasks, no reconciliation.
Task Master
Filter to the slice that is yours
Filters narrow the board to an owner, a status or a slice of the season, so each preparer works their own lane of the shared board.
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Move status inline as work moves
Statuses change in place, and the Internal Team roster's open-task counts update from the same data — the board doubles as the workload record.
Internal Team
Task Master
Internal Team
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Frequently asked questions
Is the Kanban board separate from the task table?
No — it is the same data under a view toggle. Table and Kanban render the same projects and tasks, with the same filters and inline status changes, so a manager who reads lists and a preparer who thinks in columns share one source instead of reconciling two boards.
How is Task Master different from a generic board like Trello or Asana?
Generic boards are excellent general-purpose task tools. The model difference is what stands behind a card: in Task Master every project belongs to a client record with services, cadences and Canadian filing deadlines attached, so the board is a view of the practice rather than a standalone silo.
Can clients see the board?
No. Task Master is internal. Clients invited to the client portal see their own services, deadlines, documents and engagement letters — never the firm's projects, task lists or staff assignments.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.