Firm
The practice behind the queue.
Staff, the services you sell, and which preparer owns which client. The queue only shows work with an open engagement.
Practice master
3Firm staff
Staff see only the clients they are assigned. A partner can open every company on the rail.
Practice master
4Services
A service is what the firm agreed to do. Payroll, filings, and year-end can be sold separately.
Practice master
4Engagements
An engagement ties a client to services and a preparer. The queue only shows work that has an open engagement.