What is Workflow Manager?

Many accounting firms are now well on their way to achieving the "paperless office" (or a "less paper" office). However, working with electronic files presents a new set of challenges in controlling, monitoring and reporting on the work being done by all staff across the firm.

By connecting workflow management software to your document management system, Workflow Manager helps accounting firms to better manage the work that exists in their office.  

Why do I need Workflow Manager?

Workflow Manager helps you to control, monitor and report on the jobs and tasks carried out in your firm. It allows you to overcome issues such as not knowing the status of all jobs in your firm, your staff not understanding the required tasks and timelines for a particular assignment, and difficulties in assessing whether your staff have sufficient capacity to assist on jobs.

What are the benefits of using Workflow Manager?

• Provides an easy way to standardise systems and processes across your firm, leading to increased efficiency and productivity
• Allows you to set clear expectations for your staff in terms of the work to be done and the timelines for any particular job
• Comes with fully customisable templates Provides management with a quick, easy way to monitor job status and performance
• Allows for immediate, easy-to-run reporting on the status of any job
• Reduces the time your staff spend on updating information for workflow meetings

For more information on Workflow Manager, click here to see a detailed fact sheet.

Click here to contact us for a demonstration or for more information