Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Simplified Dashboard - Efficient Management

Interactive dashboard to track tasks, to-do, et al periodically

Drill-down to get specifics of each tracked item

Effortlessly navigate to client dashboard

High-level overview of invoices raised / paid

Summary of new clients acquired

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Auto-generated tax workflow with equitable distribution

Automated tax-workflow with built-in review process

Intelligently detect client action to autogenerate tasks

Tasks segregated as per tax-filing year and status

Track overdue / pending tasks alongwith overall Engagement status

Track and manage individual / business tax filing

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Project-based task tracking to meet deadlines everytime

Create, assign and track projects and tasks to manage ad-hoc work

Project Templates to manage recurring projects / tasks

Automated business related projects / tasks to meet client commitments on time

Track task percent completion that rolls upto project level

Project specific document portal for easy reference

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Comprehensive year-wise client tax files tracking

Analytical summary, to help reach out instead of being reached out!

Track and prioritize tax filing status of clients by tax year

Manage equitable workload distribution across employees

Drill down to get client details and navigate to client dashboard

Actively follow-up with Employees / Client on pending items

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Accountant WS Delegate Smartly and Efficiently
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Self-service portal to enhance customer experience

Quick Action Links to help in easy navigation

Dashboard summarizing Active Engagements, To-do items and alerts

Centralized communication between clients and the tax office

Year-wise repository of all tax filing documents and returns

Many additional features including organizer, invoices and projects

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Unified Client View eliminating discrepancies

Single-point of entry to all client details for all stakeholders

Integrated communication between clients and team member(s)

Year-wise repository of all tax filing documents and returns

Personalized notes per stakeholder for a client

To-do items to keep everyone 'honest'

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One-stop shop for all client financial needs

Manage client businesses and their tax filings

Track and managed 'value-added' business services

Configurable frequency to manage services via automated recurring projects

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Accountant WS Exceptional Client Service
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Autogenerate tax workflow using system intelligence

Automated creation of task upon action (file upload) by client

Task creation for each tax year for personal / business tax filing

Built-in review process to prevent any act of omission

Auto-assignment of task status based on stakeholder action

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Leverage employee specialization through automated task assigment

Ability to create project templates with pre-defined tasks and owners

Auto-trigger of projects and their tasks based on recurrence frequency

Auto-creation of projects and tasks related to periodic business services

Creation of tasks in advance to help planning and execution

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Best-in-class third party apps to augment capabilities

Complete paperless workflow with esignature integration

Safe and secure payment gateway for ease of Account Receivables

Appointments for effective time management powered by Google Calendar

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Accountant WS Streamline with Intelligent Automation
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Track every dollar to improve Account Receivables

Track year-wise invoices raised, paid and outstanding AR

Drilldown to et detailed invoice \ payment information

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Drive growth and customer satisfaction

Clients acquisition / retention analytics bifurcated year-wise

Perform root-cause analysis for lost clients

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Cross-sell services to improve 'quality of revenue'

Breakup of Business services and types to serve clients appropriately

Navigate to client-dashboard with a single click

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Timely response to clients and team members

Notification and Alerts for client messages, team messages and to-do items

Count of un-responded messages / items for each client

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Accountant WS Business Driven Analytics
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Integrate with existing website to transition effectively

Integrate existing portal for best-in-class client experience

Retain your existing SEO ratings / rankings for existing client base

Use personal web-links on social media platform for marketing

Whitelabel the product with your firm's logo

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Brand-new customized website to go digital overnight!

Customize and create your own practice website

Go digital on a platform with a modern technology backbone





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Tailor-made document organizer for standardization

Manage templates to standardize information exchage from client

Provide personalized-toolkit facilitating easy tax-filing





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Manage prospects with one-click to client conversion

Integrated lead capture and tracking to closure

One-click to convert a lead to a customer

Schedule reminders for follow-up

Capture and track communication preferences and referral channels

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Accountant WS Customer Specific Branding
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Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS
Accountant WS

Our blogs

28 Apr
How Accounting Firms Can Turn Leads into Clients with AccountantWS
>
25 Apr
Here's How AccountantWS can Help You Automate Tax Preparation
>
21 Apr
Accounting and Technology: What's the Future
>
18 Apr
How Remote Work has Improved Productivity and Collaboration for CPAs
>
Get More Blogs

Our Values


F

Focus

A

Agility
(Nimbleness)

C

Customer
Delight

E

Efficiency
with excellence

I

Integrity

T

Transparency