Recurring work is the part of the practice that should not need managing, and in most firms it is the part somebody re-creates by hand twelve times a year. Set the shape once: the engagement appears for each period, already carrying its tasks, and the invoice recurs with it.
Weekly, monthly, quarterly, annually or something of your own — tied to a real calendar period rather than to whenever somebody happened to create it. A schedule can produce a single task or an entire engagement.
Recurring billing runs alongside the recurring engagement rather than being a second thing to remember, checks each client is actually due before it runs, and collects on autopay where they have set it up.
The engagement spawns from your template, so October{Q}s bookkeeping turns up carrying its tasks, its subtasks and its sign-off rules — not as an empty shell for somebody to fill in again.
Next: Dashboard — The screen you actually want at 8am, built out of the widgets you pick.
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