Tasks between you and your accountant
Everyone can see what is outstanding.
No more wondering what your accountant is still waiting for. Every request they have for you sits in one list with a due date and a status, so you can clear it in a few minutes and get back to your day.
14-day free trial · No credit card required
Included in: Every plan
What it does
What your accountant needs from you, and what they are working on, without an email chase.
Everyone sees what is outstanding
The work your accountant needs from you, visible without an email chase.
Assigned, not implied
A task has an owner and a status.
Tied to the engagement
Tasks live with the work they belong to.
How it works
How tasks works
- 1
A task is created
By your professional, as part of the work.
- 2
You see it
In your portal, with what is needed.
- 3
It closes
Done items drop off; open ones stay visible to both sides.
The details
Tasks, in detail
Tasks you can act on
A task can ask you to upload documents, sign a document or schedule a meeting. Each one carries the action with it, and documents you submit are listed on the task.
Status, priority and due dates
Tasks show their priority and due date. Move a task between To do, In progress and Completed as you work, and the Active tab keeps what still needs you in front.
Comments on the task
Ask a question or add context right on the task with comments, so the answer stays attached to the work instead of in a separate email.
Tidy when it’s done
Hide a completed task to clear it from the list. Hidden tasks stay available on the Completed tab, so nothing is lost if you need it later.
Trust
Your books, on your terms
Read-only bank connection
You sign in on your bank’s own screen. DynaTax AI can see balances and transactions. It can’t move money.
You stay in control
Nothing posts without your approval, except merchants you’ve already confirmed above the auto-post threshold.
Your data isn’t training data
Your data isn’t used to train AI unless you turn on Allow AI Training. It’s off by default.
A professional when you want one
Invite your own CPA into your books, or find one in the marketplace. Dyna’s answers are general information, not professional advice.
Plans
Where tasks is included
Every plan. Every plan starts with a 14-day free trial, no credit card required. Pay yearly and get 12 months for the price of 10.
Bring your books with you: import transactions, your chart of accounts, opening balances, customers, vendors, invoices and bills from CSV, Excel or a QBO/OFX bank download. Switching from QuickBooks
- Starter$29 / month · 1 user
- GrowthRecommended$49 / month · 3 users
- Pro$99 / month · 10 users
Related features
Works well with
FAQ
Tasks questions
Run your business. Live your life.
Try tasks with your own books for 14 days. Less time on the books, more time for everything else.
No credit card required