For trustees
Tasks & approvals
Assign tasks and obtain approvals
Assign tasks to clients and obtain approvals right inside Pontora – for example for the tax return, the annual accounts or payroll. All traceably documented.
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Tasks for clients
Create tasks for client companies and your internal team.
Get client approval
Have documents and processes approved by your clients before you finalize anything – e.g. the tax return.
Nothing forgotten
Due dates, priorities and status at a glance.
No more email ping-pong
Tasks and approvals run structured – instead of in messy email threads.
Get started Details
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