Streamline your accounting practice with software
Tools like these can help you speed up the process of intaking clients, creating a project, and effectively assigning the tasks that’ll drive it to completion.
The optional workflow module gives you the added ability to track specific work assignments necessary to complete a main task. You can create generic steps for all tasks; or customize different subtasks for groups of main tasks.
Time & Billing Integration
The Workflow Management Software module can be integrated with our Time and Billing Module so that administrators can compare time budgets to actual hours spent.
Make the Due Date
Interactive Due Date Tracker
The Manage Deadlines screen makes it easy to add new tasks, update tasks, and assign them to staff members.
Supercharge Your Office Workflow
Our due date software helps your firm communicate better, delegate more efficiently, and gain greater control over your workflow.
Task Management done right
Basic Task Tracking
The Basic Task Tracking option is ideal for small, local firms which only need to track simple, one-step tasks. The feature allows users to track, manage, assign and schedule.
If your firm requires more intricate tracking of smaller sub-tasks, you can create and manage them by choosing the “Advanced Workflow Setup” option.