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You can view all projects you have access to by clicking the Projects link on the navigation bar. You can filter projects by many different fields:
  • Status — In Progress, Work Complete, Ready for Review, Complete
  • Workflow — 1099, CAS, Other, Payroll, Sales Tax, Tax
  • Period Duration — Half Year, Month, Quarter, Two Week, Week, Year
  • Period End — Date
  • Basis — Accrual, Cash
  • Client Organization
  • Entity
  • Created At — Date range
  • Reviewer
  • Preparer

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Just for Me view

Toggle on the Just for Me view to see only projects relevant to you, sorted by priority:
  1. Projects where you are the preparer and the status is In Progress
  2. Projects where you are the reviewer and the status is Ready for Review

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Bookmarking

You may have views you wish to frequently return to. For example, you may often want to see all projects where you are the reviewer and the status is “Ready for Review.” Fill out the appropriate filters and save the page as a bookmark in your browser: