Workflow management built for professional firms
Turn every engagement into a clear, trackable process. Build custom workflows with tasks, fields, owners and budgets, and watch each job move from assigned to done.
Everything you need to run engagements
Replace checklists and spreadsheets with structured workflows your whole team follows.
Custom workflows
Build workflows with text fields, dropdowns, dates and file uploads to match any service.
Assignments & access
Assign owners and reviewers with role-based access so everyone knows what they own.
Status tracking
Track each job from assigned through in-progress to completed, with optional approvals.
Budgets & progress
Set budgeted hours and fees and watch progress against them in real time.
Spin up any engagement in seconds
Start a new job straight from one of your firm’s templates—payroll, tax, accounting, bookkeeping, advisory—or build one from scratch. Every template carries its own set of items, so work always starts the right way.
- Create from a template or from scratch
- Each template carries its own items
- Launch a fully structured job in one click
Set exactly the items each job needs
Every workflow is a checklist of the steps your service actually requires. Add and reorder the items you want, assign each one to an owner, and capture answers and files against it so nothing is missed.
- Add and reorder the items you need
- Assign each item to an owner
- Capture answers and files in place
Always know where every job stands
A live status and progress bar sit beside the work, with a full status history, so you can see at a glance what is done, what is in progress and what still needs attention.
- Live status and progress on every job
- Full status history and audit trail
- Optional approvals before completion
Keep time and fees under control
Set budgeted hours and fees on each engagement and watch actuals against them in real time, with time entries and expenses captured right against the job ready to bill.
- Budgeted hours and fees per job
- Actuals tracked against budget
- Time and expenses ready to invoice
Everything connects in one platform.
Explore the other features that work alongside this one.
Turn chaos into clear, trackable work
See how firms run every engagement on structured workflows.