Custom Recurring Projects to Help your Accounting Practice

January 11, 2016
Recurring projects in your accounting practice can save you plenty of time. Many hours are spent recreating your existing projects, be it weekly or bi-weekly payroll, or other quarterly and yearly tax obligations for your accounting workflow. This can be simplified by using an accounting workflow software tool that gives you a way to automatically create recurring projects and also learn from the nuances of each individual project and how it changes over time.

CPASquirrel provides a way to have recurrences happen in increments of weeks, months and years. So if you have a weekly, bi-weekly, monthly, quarterly or yearly project these can all be very easily setup and used to prevent missed deadlines and speed up all your regular project administrative duties.
Recurring Projects in your Accounting Practice Workflow Software with CPASquirrel


Using recurrence is really easy – you do is set it up ONCE for each project type, then when you complete a project you are prompted to repeat the project, with the system automatically adjusting all relevant dates as well as the project name where possible. If you are using the current year 2016 and the project recurs in 2017, the project name will adjust accordingly eg. “2016 – 1040 Smith” would adjust to “2017 - 1040 Smith”.

Using CPASquirrel and our automation features you can easily save your practice many headaches and hours of administration each year. Sign up for a 14 day free trial and you can start using CPASquirrel for free at no risk.



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