Workflow and project management for smaller accounting firms

September 20, 2015
Smaller accounting firms use many different tools for managing their accounting practice and keeping everything inline and on time for maximal client service. Making tools that are easy to setup and understand is a challenge that we take on at CPASquirrel.

Training of new staff on how things are done at a small firm often takes a lesser priority to some more important tasks, like getting client work completed accurately and on time. This results in many staff all doing some version of your way and their way, leading to frustration form both side. We’ve attempted to address this by letting small accounting firms do a quick setup process and be up and running in as short a time as possible. One of the ways we do this is by preloading all tax deadlines and providing effective follow up templates with proven schedules for effective communication with clients.

With this and many more features including full document storage of all your client documents allowing secure and easy large document delivery to your clients. Try us for your accounting workflow and project management needs.




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