Workflow Manager

Workflow, managed

Our smart Workflow Manager is the tool that saves accountants time and resources and transforms the way they work.

Take back control of spiralling workloads, cut down on revenue-killing admin and power productivity.

Effortless organisation

Sort by client, deadline, status and more to quickly distribute work and ensure the smoothest client service.

Custom reminders

Deadline coming up? No problem. Our software delivers timely reminders to ensure incomplete work never goes under the radar.

Share and collaborate

Seamlessly share jobs and tasks across teams to keep everyone on the same page.

Automate and save time

Our software instantly imports client data and generates the workpapers needed to start work faster and cut out revenue-killing admin.

Sort by client type, stage of completion, fee-earners and more to generate customised periodic workflow reporting.

Create and save an unlimited number of filters for future access, allowing you to generate your favourite workpaper in seconds.

Workflow Manager in file status update toolbar

Unlike other workflow tracking systems, the Workflow Manager is fully integrated into each client file, enabling you to update the status of a job directly from the dashboard.

Smart reminders instantly notify team members when a job is ready to complete, simplifying the work chain and eliminating common communication breakdowns.

Workflow manager one-touch file creation

Instantly generate files and templates to cut out non-chargeable admin.

Workflow Manager customised firm workflows

Create a bespoke workflow the way you want your work completed.

Instantly print or export client files in your desired format.

Filter: Sort by client type, stage of completion, fee-earners and more to generate customised periodic workflow reporting.
Customise: Create and save an unlimited number of filters for future access, allowing you to generate your favourite workpaper in seconds.
Work status toolbar: Unlike other workflow tracking systems, the Workflow Manager is fully integrated into each client file, enabling you to update the status of a job directly from the dashboard.
Email notifications: Smart reminders instantly notify team members when a job is ready to complete, simplifying the work chain and eliminating common communication breakdowns.
One click file creation: Instantly generate files and templates to cut out non-chargeable admin.
Customised firm workflows: Create a bespoke workflow the way you want your work completed.
Print and export: Instantly print or export client files in your desired format.

Track workflow, manage clients, save time