Every firm runs on a busy-season playbook that lives in the owner’s head: when this moves to waiting, chase them in three days; when that comes back, tell the preparer. This is that playbook, written down once and then actually followed.
A rule fires on what a column means, not what it is called, or on a date — so many days before or after something. Rename “In review” to “Partner desk” in the middle of the season and everything keeps working.
A rule that keeps firing on the same job inside a short window is treated as looping and stopped. An automation that runs forever is worse than one that never runs, because this one reaches your clients.
Enrollments walk through a sequence a step at a time, so “chase at three days, again at seven, then tell me” is a thing you set up once rather than a rule trying to work out where it got to.
A column that fires automations is marked on the board, and hovering it tells you what it does. An automation nobody can see is a surprise waiting for the worst possible week.
Address a rule to the taxpayer and it reaches the right person on all four hundred of them, because recipients resolve by role off the client record. No list to build and no list to maintain. Scope keeps a rule to the pipeline, client set or engagement type you meant.
Next: Recurring — The monthly work turns up on its own, with its checklist and its invoice.
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