Raze - Task Management for Accountants

Raze

Tasks To-Do

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Clients & Jobs

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Firm

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⋮	#		Client	Task	Type ▼	Status ▼	Due	P ▼

Task

Notes

Saved automatically.

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Sub-tasks

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Links & Documents

Files are stored locally in this browser. Keep them small.

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Clients & Jobs

Clients

Job Types

Status Types

Team Names

Scheduling Settings

Hours per day:

Siri Integration

Add tasks via Siri voice commands using an Apple Shortcut. Generate a personal API token below.

API Token

Endpoint URL

iPhone Shortcut Setup Instructions

Create two Shortcuts in the Apple Shortcuts app. Both POST to the Endpoint URL above. Tasks land in the firm you were in when you generated this token — switch firms and regenerate to retarget.

1. “Add Raze Task”

Shortcuts app → + → name it “Add Raze Task”
Ask for Input: type Text, prompt “What’s the task?”
Get Contents of URL:
- URL: (paste your Endpoint URL above)
- Method: POST
- Headers: x-siri-token = (paste your token above)
- Headers: Content-Type = application/json
- Request Body: JSON, key description = Provided Input (text)
Optional: Show Notification with the response

Say: “Hey Siri, Add Raze Task”

2. “Add Raze Sub-task”

Shortcuts app → + → name it “Add Raze Sub-task”
Ask for Input #1: type Text, prompt “Which task or client?”
Ask for Input #2: type Text, prompt “What’s the sub-task?”
Get Contents of URL:
- URL, Method, Headers: same as above
- Request Body: JSON, two keys: parent = Provided Input (the first prompt), description = Provided Input (the second prompt)
Optional: Show Notification with the response

Say: “Hey Siri, Add Raze Sub-task”. Parent matches by client name or task description (case-insensitive substring); the most recently modified open task wins. If nothing matches, the response will say so.

Changes are saved automatically.

Search Clients

Add to Client List?

Schedule:

From: To: ✓ Wkdays

Total: 0h

Add Hours

Team Member

From

Hrs/Day

Status

✓ Weekdays only

From

✓ Weekdays only

Execution Plan

Locked In Likely Tentative

Weekly Totals

| ✓ Capacity

Capacity Checker

Select a date range and click Check

Select a Firm

You belong to multiple firms. Select one to continue:

Welcome to Raze

Create a firm to collaborate with your team, or continue in solo mode.

Prefix will be used for client codes: ABC001, ABC002, etc.

Team Management

Add Team Members

Display Name

Role

Reports To

Team

State

Admin

Current Team Members

Firm Announcements (Live Ticker)

Speed:

Repeats:

Interval:

Team Assignment:

Current Team

Add Team Member

Edit Team Member

Email (read-only)

Display Name

Role

Reports To

Team

State (for public holidays)

✓ Administrator

Admins can manage team members, roles, and firm settings

Role Settings

Define roles and their hierarchy. Higher levels can see tasks of lower levels.

Role Name

Manage Team

See All

Assign

Changes saved automatically

Holidays & Blocked Days

Firm Location (for public holidays)

Add Custom Blocked Day

Date

Name (e.g., Strategy Day, Office Closure)

Blocked days won't be available for scheduling

Leave Schedule -

Add Leave

Start Date

End Date

Leave Type

Hours/Day

Notes (optional)

Leave dates prevent task scheduling

Edit Leave -

Default Hours/Day:

Total Hours:

Maintenance Mode