Project management built for accounting firms
Workpaper Management is a project management tool designed to assist your firm in creating a standardised set of working papers. The Project Manager console is the central hub for maintaining your projects, allowing you to add individual tasks, checklists and other files that are used to organise and track progress on the project.
Organise and view projects at various levels
You can create a Project for anything from client onboarding to a full set of financial reports by setting up projects at the client, matter or the XPA ledger level. This provides you with the ultimate flexibility to manage your tasks whether it be compliance or non-compliance work.
Save time on recurring projects and tasks
Projects can also be rolled from year to year, and any related content can also be rolled over with the option to retain data or to source a fresh version of the document so you can save time on reoccurring work and stay organised over time.
Integrate projects with your suite of practice management software
Link your client projects with your general ledger, Document Management and Practice templates to eliminate duplicate data entry and to ensure the data is always up-to-date and accurate.
“The integrated solution from APS not only gives us productivity gains but also allows us visibility on all aspects of our business.”
Matthew Hung – Director at rdl.accountants
The ultimate project management tool for accounting firms
Find out more information or request a demo tailored to your accounting practice needs.