Engagements and returns

What it is for: one engagement holds a client’s year of work, and the return status keeps everyone honest about where it stands.

Engagements

1. Open Engagements to see active work across your firm.
2. Select an engagement to see its documents, messages, organizer, and return in one place.
3. Accept a new request, or update the engagement as the year progresses.

Move a return forward

1. Open Returns, or the return inside an engagement.
2. Update the status as work progresses: documents gathering, in preparation, review, filed.
3. The client’s dashboard reflects each change, so they always know the state without asking.

Good to know

• Because the status is shared, “is it done yet?” questions drop away.
• Assign returns to team members so ownership is clear.