Service delivery and job workflow
Standardised templates and stages across the practice. Every return, every set of financials, every SARS query gets tracked, assigned and visible.
Every job in
one place
One view of every job in the practice, with an owner and a due date on each. No more asking three people to find out what is outstanding.
Standardised
stages
Templates and stages that every team member follows the same way. A provisional tax return looks like a provisional tax return, whether a senior or a junior is running it.
Assigned and
visible
Every job has an owner, a status and a due date that the whole practice can see. When a senior leaves, the work does not leave with them.