Close Assignees (Preparer/Reviewer/Manager)
Close Assignees is a way to track who is responsible for a particular client's close.
There are three roles that you can enable: Preparer, Reviewer, and Manager.
Preparer – the person responsible for doing the initial bookkeeping work
Reviewer – the person responsible for reviewing the preparer's work, and possibly for delivering financials
Manager – the person ultimately responsible for the client's close.
You can choose to enable either or both roles.
How to enable close assignees
Go to Practice Settings (⚙️ icon)
Select Practice and Statements
Select Tasks
Turn on Enable Preparer, Enable Reviewer, and/or Enable Manager
How to change the Close Assignee labels
You can change your close assignee labels in your Practice Settings – just below where you enable Close Assignees.
This lets you rename any of the roles to titles that better suit your firm.