Requests Tracker
Every active job. Kanban or table — your call.
Every request your firm is working on — intake to delivery, on one board. Toggle between Kanban for partners and table for the team.
No credit card required.
Requests · Kanban view
New4
GST return · Patel
Due 7 Jun
GST return · Patel
Due 9 Jun
In progress7
ITR-3 · Sharma
Due 7 Jun
ITR-3 · Sharma
Due 9 Jun
Review2
Audit · Reddy
Due 7 Jun
Audit · Reddy
Due 9 Jun
2 views
Kanban and table, same data
Auto
Stage transitions on checklist done
Filtered
By client, assignee, due date
Audited
Every change logged
Kanban
See the bottleneck on Monday morning
Stages across the top — New, In Progress, Under Review, Filed, Closed. Cards across them with assignee, client, and due date. Drag to move between stages or wait for the auto-rule to do it for you.
- Cards coloured by department or priority.
- Filter by assignee for a one-team view.
- Click any card to open the request drawer.
Requests · Kanban view
New4
GST return · Patel
Due 7 Jun
GST return · Patel
Due 9 Jun
In progress7
ITR-3 · Sharma
Due 7 Jun
ITR-3 · Sharma
Due 9 Jun
Review2
Audit · Reddy
Due 7 Jun
Audit · Reddy
Due 9 Jun
Table
The view your team actually works from
Same data, table-shaped — sortable, filterable, exportable. Most firms have the partner on Kanban and the team on table; both stay in sync because it's one underlying store.
- Bulk-edit assignee or due date across selected rows.
- Save filter combinations as bookmarks.
- Export the current view to CSV.
ITR Command Center · tracker grid
ClientTypeDocsDraftSentOKFiledRefund
Sharma & CoITR-3—
Reddy AssociatesITR-112,500
Patel EnterprisesITR-4—
Kumar IndustriesITR-2—