ACCOUNTING WORKFLOW TEMPLATES

Get your firm completing work the same way and faster (thank you notifications!). Create a project with associated tasks, use roles for assignments, add automations, and create recurrences when needed. You’ll love how tightly your ship runs after templatizing all of your services and client types.

Let’s face it, not all of us are good writers. And not all of us can keep our emotions in check. Write key emails that can be used ad-hoc or built into task templates (like updating a client on the status of their tax return).

Stop creating a new proposal for every new client. Create engagement item templates for every service proposed to a new client. Whoever is given permission can build an accurate proposal in minutes and once accepted, tasks are automatically created.

File folders, letters, client records, notices. The list goes on. You and your firm will have access to build almost any template you can dream of.