Accounting Flow
Two ways to put work on the board
Some jobs are identical every quarter. Some need a judgement call. AccountingFlow now has a way to automate each, and neither needs a developer.
Workflow
3 posts on workflow in AccountingFlow.
Dashboards built around your firm
Your home screen is now yours to build: put any saved filter on it as a count, a table or a breakdown, set cards that look ahead and turn red when something needs attention, then share the layout with the practice.
Point an agent at a job, not just a client
"Review every VAT return still in preparation" and "write to every client who has one" are different questions, and they need different answers. Agents can now be targeted three ways.
See what your firm could save
Two minutes, and it uses your own numbers.
Open the ROI calculator