EazyTasks is the internal work hub for the EazyTaxes team — managing client deliverables, tax filings, bookkeeping workflows, and team coordination, all in one place.
Access is by invitation only. Contact your account manager if you need access.
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Every open task, every client deliverable — visible to the whole team, always up to date.
Upload Q2 statements — Martinez LLC
Review engagement letter — Chen Co.
Q3 estimated taxes — Kim & Associates
Monthly close — August 2025
Draft 1120-S return — Patel Holdings
IRS CP2000 response filed
W-2s issued — Martinez LLC
Built for EazyTaxes
No bloat. No complexity. Just the tools your team actually uses every day.
Drag-and-drop boards for every client engagement, tax season, and internal workflow.
Every status change is instant. Your whole team stays in sync without a single email.
Accountants, bookkeepers, tax specialists, and clients — each see exactly what they need.
Get notified when tasks are assigned, updated, or need your attention — in real time.
How we use it
From the moment a client engages EazyTaxes, every deliverable gets a task, an owner, a priority, and a deadline. Nothing slips through the cracks.
Client tax returns assigned to the right specialist
Monthly bookkeeping close tracked step by step
IRS deadlines flagged Critical — never missed
Payroll runs, W-2s, and filings all in one board
Real-time visibility for every team member
One board per client or season. Every tax return, close, or filing has an owner and a due date.
When Rachel updates a task, everyone sees it instantly. No check-in emails, no status meetings.
Critical flags for real deadlines. Urgent client requests never get buried under routine work.
Q3 tax season, monthly close, annual returns — each gets its own focused workspace.
Sign in with the credentials provided by your EazyTaxes account manager.
Accounts cannot be self-registered.
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