Client Task Inbox
Complete tasks your accountant or advisor assigns: upload documents, answer questions, and track deadlines from one simple inbox.
If an accountant or advisor manages your organization’s books or filings through Muin, the Client Task Inbox is where their requests reach you. Each task tells you exactly what they need — a document, a confirmation, an answer — in plain language, with a deadline and a reason. No email threads, no lost attachments.
What You’ll See
Open My Tasks to see every action item your advisor has assigned. Each task card shows:
| Element | What It Means |
|---|---|
| Title and description | What your advisor needs, in plain language |
| Why | The reason this matters — for example, why a receipt is needed for your filing |
| 990 Section | If shown, this task feeds a specific part of your IRS Form 990 |
| Due date | When your advisor needs it; overdue tasks are flagged in red |
| Status badge | Overdue or Complete at a glance |
Filtering Your Tasks
Use the filter tabs at the top to focus your view:
- All — every task, past and present
- Pending — tasks still waiting on you
- Completed — everything you’ve already finished
- Overdue — tasks past their deadline; handle these first
Completing a Task
- Read the task description and the Why note so you know what’s being asked
- If the task asks for a document, click Upload and attach the file
- Click Complete when you’re done
- The task moves to your Completed list and your advisor is notified
Uploading Documents
When a task asks for a document (a bank statement, a receipt, a grant letter), click Upload on the task card. Muin reads the document as soon as it arrives:
- It identifies what kind of document you uploaded
- It extracts the key details your advisor needs
- It links the document to the task automatically, so nothing gets misfiled
If the document doesn’t match what the task asked for, you’ll see feedback right away — you can upload a replacement without waiting for your advisor to notice.
Tasks Linked to Your Form 990
Some tasks show a 990 Section label. Your advisor prepares your organization’s IRS Form 990 from the information you provide, and these tasks map directly to a part of the return. Completing them promptly keeps your filing on schedule.
Tips
- Handle Overdue first. The Overdue filter shows everything past its deadline — these are the items most likely to hold up your advisor’s work.
- Read the Why note. It explains how your answer or document will be used, which often makes it obvious what to send.
- Upload through the task, not by email. Documents uploaded from the task card are classified and linked automatically; emailed attachments aren’t.
- Check back after big events. Year-end, grant awards, and filing season typically generate new tasks from your advisor.
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| No tasks showing | Your advisor hasn’t assigned any yet | Tasks appear as soon as your advisor creates them — no setup needed on your side |
| Upload feedback says the document doesn’t match | The file isn’t what the task asked for | Re-read the task description and upload the requested document; the previous upload stays attached |
| Task is overdue but already done | It was completed after its deadline | The overdue flag clears once the task is marked Complete; no action needed |
| Can’t find a finished task | The Pending filter is active | Switch to All or Completed to see finished tasks |
Related Features
- Documents — Every file you upload for a task lives in your document library
- Task Management — How your advisor’s team tracks and routes work behind the scenes
Need Help?
If a task is unclear or you’re not sure what your advisor is asking for:
- Check the Why note on the task card for context
- Use the in-app help panel (the ? icon at the top of the page)
- Contact your advisor directly — they can edit or clarify the task
- Reach Muin support through the in-app help widget for technical issues