[srhcpa]

I run a small CPA firm and my project is the whole year with each task being a client. Then sub-tasks represent tasks for a particular client. For example, early in the year it is to clean up their accounting, then issue Forms 1099, then meet with client for tax interview, etc.

First, is there a better way to structure this?

Second, when I am done with a task or task is there a way to move it to some archive file?

Thanks,

Steve