Effective and Efficient Workflow Management.
Better Manage Your People and Your Time
- Staff can easily identify the most critical work on their plates and spend time where it’s needed most.
- Review and better manage staff workloads based on the amount and the status of tasks assigned.
Ensure Deadlines Are Met and Workloads are Balanced
- Plan with insight and accuracy so staff don’t run into capacity and deadline issues.
- Highlight and remove bottlenecks that were previously more challenging to find
Create Visibility to Keep Everyone in the Know
- Remove silos and create visibility into the status of all engagements across your firm.
- Add transparency and accountability with centralized dashboards that show upcoming work, deadlines, and budget details.
Caseware Accomplish Features
Work done across tools (Working Papers, Time & Billing, PBC Requests, etc.), is tracked in one place, ensuring nothing is missed and reducing the risk of inconsistent information.
See your firm’s full work stream at a glance. Apply custom views and filters to ensure critical deadlines don’t compete, allowing you to focus on what’s most important to you
Real Time Deliverable Status
Keep on top of internal and external deliverables, know the status of each task (open, unassigned, overdue) and customize based on what is most critical to you
Easily drag and drop tasks to reallocate among staff so all critical work is accounted for, workload is optimized and work is equally distributed
Interested in seeing the product features come to life? Watch a product demo!
Watch a product demo, below!