Workflow Management For Accountants
Summary
A typical onboarding process only has a few steps yet it can still be challenging: • A salesperson or junior accountant sends an engagement letter to the client for them to review and signoff on. “Both parties will be on the same page about what has and hasn’t been sent.” Smith notes that a single set of financials can involve several individuals and departments working in concert with one another. “Having a tool or system that, for example, automatically sends push notifications and a link to the statements to the next person in the chain can greatly speed up the process, and help teams ensure they’re meeting deadlines and quality control standards,” Smith explains. Check out what users are saying on the third-party review site Trustpilot, where Glasscubes has a 4.9-star rating: Consider also the case study of Johnston Carmichael, the largest independent firm of chartered accountants and business advisers in Scotland. We have received great feedback from our clients and are looking forward to continuing to build on our relationship with Glasscubes.” Ready to see why so many accountancies are turning to Glasscubes for their collaboration needs?
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