Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
The problem it solves
Recurring compliance jobs are forgotten, and jobs that cannot start yet clutter the board.
How it works
- Set a recurrence rule on the job.
- Edit or stop the recurrence when circumstances change.
- Snooze a job until a chosen date to hide it until then.
What your practice gets
- Recurring work repeats on time.
- A cleaner board today.
- Jobs come back exactly when needed.
Questions accountants ask
Can I stop a recurring job?
Yes. Recurrence can be edited or stopped.
What does snooze do?
It hides the job until the date you choose.
Is this the same as schedules?
Schedules generate recurring jobs across clients; recurrence applies to one job.
Related features
Features that work alongside recurring and snoozed jobs.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoSuggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
Overdue work digest
A regular digest of overdue and stalled jobs, delivered by email or in-app notification according to each person's preference.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.