Workflow Automation
With PracticePro 365, your firm can build intelligent workflows for tax, audit, and engagement management – eliminating bottlenecks, improving turnaround, and enhancing client experience.
Tax Workflow
Accelerate your tax engagements with end-to-end automation.
- Automate routing of returns, assignments, and review notifications.
- Track the entire lifecycle of tax engagements in real time.
- Minimize manual steps and improve turnaround times.
- Keep partners and staff aligned with built-in status visibility.
Audit Workflow
Ensure audit precision without the manual grind.
- Standardize lists, fieldwork tracking, and review cycles.
- Trigger milestone alerts automatically to avoid delays.
- Improve accuracy, compliance, and team coordination.
- Eliminate paper checklists with fully digital workflows.
CAS Workflow
Streamline client advisory services for scale.
- Automate recurring CAS cycles like payroll approvals, bookkeeping close, and reporting.
- Enable seamless collaboration between departments with shared visibility.
- Deliver consistent, high-quality service at scale.
- Free your team to focus on strategy, not admin work.
Engagement Letters
Start engagements faster and with less friction.
- Automate the creation, routing, and signing of engagement letters.
- Link directly to Outlook and SharePoint for a smooth client experience.
- Track approvals and status in one centralized location.
- Reduce delays so you can begin billable work faster. .
Transform repetitive workflows into powerful, automated systems that scale effortlessly with your firm.