Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
The problem it solves
Every firm runs its work differently, and a fixed process forces the team to work around the software.
How it works
- Create a workflow and order its stages.
- Set the default workflow for new jobs.
- Jobs move through the stages you defined.
What your practice gets
- The board matches your real process.
- Different workflows for different kinds of work.
- A shared language for where a job is up to.
Questions accountants ask
Can I have more than one workflow?
Yes, with one set as the default.
Can I reorder stages?
Yes. Stages are ordered by you.
Does a review stage stop work going out unreviewed?
Stages show where work is; your practice decides its review process.
Related features
Features that work alongside custom workflows and stages.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoRecurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.