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.
Key features
Sort by client type, stage of completion, fee-earners and more to generate customised periodic workflow reporting.
- Filter
Sort by client type, stage of completion, fee-earners and more to generate customised periodic workflow reporting.
- Customise
- Work status toolbar
- Email notifications
- One click file creation
- Customised firm workflows
- Print and export