Workflow software for accountants
Manage jobs, streamline processes, hit deadlines, and reach your goals with Workflow+.
Everything your team’s working on, in one place
Stay organised and improve collaboration
Create jobs, set budgets and assign due dates with the click of a button. Add checklists, documents or notes to your projects so all the information you need is at your fingertips! No more back and forth on email or lost time locating documents.
Boost productivity & improve capacity planning
Track the status of jobs and make it easy for staff to move projects from one stage to another. Drive a greater velocity of work in your firm, identify bottlenecks and better understand capacity planning, so you can do more with the resources you have.
See APS Workflow+ in action
Improved visibility on the status of your jobs
See the big picture or drill down into a task within a job for greater visibility over your team’s workflow. Activity tracking shows you who is working on what, with customisable user permissions to give you full control over what users can access.
Increase the quality & consistency of your work
Create templates and processes that standardise the way your practice works. With key processes in place, it’s easy to maintain quality and consistency across your workflow and ensure your clients get the best service possible.
Automate the repetitive admin & refocus your time
Focus on important tasks with built-in automation. Schedule recurring work, due date reminders or overdue alerts. With real-time updates your team is aligned, there are fewer meetings and more time for billable work.
Get started for just $14/mth per user
Only pay for what you need. Add users as you go. Cancel any time
WORKFLOW+
$14
per user/month
Create jobs & projects
Customisable templates
Recurring jobs
APS PM Integration
Job approval and sign-offs
Alerts & notifications
User permissions & activity tracking
So many reasons to love APS Workflow+
Improved visibility
Track the progress of tasks and get real-time status updates.
APS integration
Link Workflow+ with your APS Practice Management & compliance software for the complete practice solution.
Scalable
Only pay for what you need. Add users and scale your workflow as your practice grows.
Hit your deadlines
Map out projects and prioritise work so you hit every deadline and stay on schedule.
Reduce repetitive admin
Schedule recurring tasks and set up automatic notifications to reduce busy work.
Team collaboration
Your entire team working together with clear goals and improved communication.
“Workflow+ is simple. It’s integrated with the client and relevant team, and the data from our APS database connected effortlessly.”
Morgan Garrett-Sampsons – Practice Manager at Accru Rawsons
Improve productivity & collaboration with APS Workflow+
Find out more information or request a demo tailored to your accounting practice needs.