Workflow for accountants

A key challenge for every accountancy practice is keeping track of all the work you need to do and ensuring nothing falls through the cracks for any of your clients

With CMap Workflow, sleepless nights wondering if anything has been missed will be a thing of the past

Instead, your practice will become an efficient delivery machine and you will have complete visibility of where everything is up to

Automatically start projects at the right time using client dates

CMap Workflow will automatically start projects for you based on the key dates stored against your clients in the CRM

No more trawling through spreadsheets to figure our whose Annual Accounts job needs to start because their filing deadline is approach

CMap will do it all for you, so you can rest easy knowing nothing will fall through the cracks

Standardise your workflow for consistent, efficient delivery

Given the competitive pressure on pricing in the accounting market these days, it's vitally important that you and your people can deliver projects efficiently

CMap Workflow enables you to standardise how you deliver certain types of work, and you can also include instructional text, standardised email templates and supporting documents to give your team everything they need to deliver work quickly and accurately

Keep your eye on the ball with dashboards

Want to know exactly where everything is up to? That's what the Workflow dashboard is designed to do

It will show you:

- Which jobs are currently running across the practice
- Where they're up to
- Who they're with (and which one's are with you)
- Any deadlines that are coming up... or have been missed!

With the Workflow dashboard, you'll know exactly what's going on in an instant

Book a demo

To see exactly how CMap can help you to drive your company in the right direction, book a demo with an expert
No items found.