Select Your Admin Tasks
Check the tasks you currently do manually. We'll calculate how much time Christine can save you.
Voice note after call: 'Linda Park—new rental property at 892 Elm purchased August 2025, $4,200 home office claim, wants depreciation schedule, needs Schedule E added'
45 min/weekAutomatable45 min/weekAutomatable'Send a follow-up email to the Kowalski family asking for their 1099-INT from First National Bank and the property tax statement for 221 Birch Lane'
1h/weekAutomatable1h/weekAutomatablePhoto of the $189 Drake Software renewal receipt and Christine categorizes it under 'Software & Subscriptions' for your own Schedule C
30 min/weekAutomatable30 min/weekAutomatable'Block April 14 for final review day, and add extension filing deadlines for the Nguyen, Patterson, and Williams returns on April 15 at 9am'
40 min/weekAutomatable40 min/weekAutomatable'Mark the Okafor file as received for W-2 and 1099-DIV, still waiting on rental income statement and mortgage interest form'
50 min/weekAutomatable50 min/weekAutomatable'Remind me to notify all quarterly-estimated clients 2 weeks before each quarterly deadline—June 15, September 15, January 15'
25 min/weekAutomatable25 min/weekAutomatableActual face-to-face or phone conversations
2h/weekManual only2h/weekManual onlyCore professional work that requires your expertise
0 min/weekManual only0 min/weekManual only
6 of 6 automatable tasks selected
Your Time Savings
Per week
4h 10m
Per month
18h
Per year
217h
At your rate of $60/hr, that's $13,020 worth of time recovered per year.