Keep client work separate
Create a project for each client and reporting period. Use a consistent name such as Monthly bookkeeping — October.
A clearer monthly rhythm.
Organize recurring client work around visible steps and owners.
Explore the workspace ↗Track missing inputs
Move a project to Waiting on client when documents are missing. Record the specific request in notes; email delivery is not connected.
Review the queue
Filter open work by status and check deadlines daily. Use templates to keep a consistent process across engagements.