Abstract: A status and workflow management system is provided, including a tax return preparation intake mechanism and computer systems for use by responsible persons responsible for respective parts of processing of a given individual tax return preparation project. A computer screen providing mechanism generates for each responsible person a work flow and status screen, so that a given responsible person is provided a work flow and status screen comprising information pertaining to the given responsible person and according to the given responsible person's personnel type. A task display generator displays to the given responsible person on his or her screen tasks to which he or she has been assigned.

Abstract: A financial services outsourcing method or system facilitates a direct service provider's ability to outsource financial services to numerous ultimate clients. The financial services are outsourced to an outsourcing group abroad. Ultimate client specific financial files and corresponding reference materials are loaded onto a remotely accessible part of a host server located in the United States. The host server provides access to a remote client computer of information concerning the ultimate client specific financial files and corresponding reference materials. The access may be limited to limited screen shot access. Outsourced personnel are retained to perform financial service projects (e.g., prepare individual tax returns) for ultimate clients of direct financial services firms. The outsourced personnel perform the financial service projects while located outside the United States. The status of the financial service project is monitored and reported.

Abstract: A financial services outsourcing method or system facilitates a direct service provider's ability to outsource financial services to numerous ultimate clients. The financial services are outsourced to an outsourcing group abroad. Ultimate client specific financial files and corresponding reference materials are loaded onto a remotely accessible part of a host server located in the United States. The host server provides access to a remote client computer of information concerning the ultimate client specific financial files and corresponding reference materials. The access may be limited to limited screen shot access. Outsourced personnel are retained to perform financial service projects (e.g., prepare individual tax returns) for ultimate clients of direct financial services firms. The outsourced personnel perform the financial service projects while located outside the United States. The status of the financial service project is monitored and reported.

Abstract: A financial services outsourcing method or system facilitates a direct service provider's ability to outsource financial services to numerous ultimate clients. The financial services are outsourced to an outsourcing group abroad. Ultimate client specific financial files and corresponding reference materials are loaded onto a remotely accessible part of a host server located in the United States. The host server provides access to a remote client computer of information concerning the ultimate client specific financial files and corresponding reference materials. The access may be limited to limited screen shot access. Outsourced personnel are retained to perform financial service projects (e.g., prepare individual tax returns) for ultimate clients of direct financial services firms. The outsourced personnel perform the financial service projects while located outside the United States. The status of the financial service project is monitored and reported.

Abstract: Computer conferencing apparatus are provided. A conferencing session intake interface is provided to receive, at a computer, parameters defining plural conferencing sessions. A computer screen provider is provided to provide at computers, participant screens which include a first screen for a first participant and a second screen for a second participant. The first screen provides the first participant with computer screen access to a representation of all sessions contemporaneously located with the first participant, and provides the first participant with computer screen access to information indicating a present phase of each of the sessions contemporaneously located with the first participant.