Accountancy Practice Software

Keeping expected work explicit by client and period is a design goal for reducing status enquiries within the team. Invoices in messages, bank movements in emails and payroll details in other folders can obscure who was asked for missing documents. Preparation by staff and review by an authorised person also need separate stages.

The software we will build will link clients, periods and work types. Waiting for documents, in progress, under review and submitted will follow your terminology. You define deadlines and checklists. Result documents, such as Turkish tax assessment slips, could join the relevant period. Monthly advisory fees and filing progress will have separate records.

Our sample month begins with opening a client’s document list. Show what your firm expects and how incoming documents are checked. Preparation, review and submission through an external system will be separate stages. We will define which post-submission documents join the period around your procedures. Responsibility for work waiting on missing documents will also be selected.

The first release could include client records, period tasks and document lists. We will clarify its daily tracking role alongside your accounting program’s record-keeping role. You can select reference-only fields to avoid unnecessary duplication. Fee collections, workload and client views could be extended as separate needs. Decisions on return contents and deadlines will be scoped around rules your firm defines.

Leaving preparation must not imply review is complete. If different people handle the roles, state changes and feedback can be designed separately. The stages will remain even where one person does both. The board we will build will use fields selected together to assess workload by waiting stage as well as file count. Review outcomes and external submission records will also be treated separately.

A client’s documents may remain incomplete near the deadline. Waiting for missing documents and waiting for review will be scoped as different states. You will define what is missing, who was asked and the firm’s next action. Authorised staff set deadline and priority information; the software will be designed to track those decisions.

Later arrivals could join earlier waiting notes without deleting them. A handover workflow can help new staff identify documents needing another check. Your firm selects the review and evidence required for “submitted” status. Reminder contents, recipients, permissions and provider access will be considered separately.

Migration will review client identity, period and work type together. If an old table only says “complete”, we will clarify its meaning with your firm. Fee balances and missing-document needs may have separate opening records. Sample loads will check result documents against the correct client and period. You select necessary fields and archive detail.

Repeating a monthly cycle across clients needs clearly defined tasks and states. Our automation service explores decisions and data in recurring work. The workflow article offers starting points for monthly decision and review stages. Before our conversation, identify which states require documents and which actions require authorised review.