Blotter

What it does

• Add reviewers and preparers with their own hourly rates; preparers see only jobs assigned to them
• Start a client's quarterly BAS job from a template with a checklist, document requests and a fixed fee
• Send clients a reminder with a private upload link so they can send files without an account
• Have a preparer submit the finished job and a different reviewer sign it off with a recorded note
• Roll a signed-off job forward to the next period
• Record time at each person's rate and export approved time and fees as a CSV for your billing
• Let an assistant prepare roll-forwards, reminders and exports for a person to approve or decline
• Back up the whole practice and erase a client file

What it promises

• Blotter does not lodge anything with the ATO, calculate tax, GST or due dates, keep client books, or give advice; due dates are entered by people.
• A reviewer, not the preparer, signs off a job, and the sign-off is recorded with a note.
• An approved billing export never changes afterwards, and each time entry or fixed fee can be exported only once.
• An assistant can only prepare work; every roll-forward, reminder and export waits until a person approves or declines it, and the decision is recorded.
• Removing a team member's access takes effect at once.
• Undoing a client-list import keeps any client who already has jobs, and the journal says what was kept and why.
• After a client file is erased, an older backup cannot restore it unless you also supply the newer backup that records the erasure.

Move in from

• Client list (CSV in Blotter's documented format, from a spreadsheet or a previous practice tool)

Run it yourself

Install the command once, then clone a product and start it.

$ npx -y @runeditrun/rer cli install
$ git clone https://github.com/just-every/run-blotter
$ cd run-blotter && rer dev

No npm? curl -fsSL https://runeditrun.com/install.sh | sh installs the same command.