ReadyOps — Client work, ready.

NEW WORK

Start an engagement

Create a job and its first set of requests.

Client name

Add contact details (optional)

Contact details are optional. You can add them now or complete the client profile later.

Client email Used for follow-up drafts Contact person Contact role Phone number Business number Tax identification number (TIN)

Engagement type Custom engagement type Financial period Due date

Suggested checklistTap a suggestion to include it. Selected items stay highlighted.

Other checklist items

Save new items as suggestions for this engagement type

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