Finance & operations
Practice
Client work for accounting and advisory firms
Keep every client’s recurring work on schedule. Monthly, quarterly and annual jobs are created for you with due dates and checklists; ask clients for documents, log time and bill it.
Open Practice
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Accounting, bookkeeping, tax and advisory firms that serve many clients.
What teams do with it
Never miss a filing
Set up recurring work once; each period’s job appears with its due date.
Chase documents
Keep a list of what you need from a client and tick items off as they arrive.
Share the work
Assign jobs to colleagues and follow each checklist to done.
Bill your time
Log time against jobs and put unbilled time on a Finance invoice.
Key features
- Clients, engagements and hourly rates
- Recurring monthly, quarterly and annual jobs that follow the client’s financial year
- Job checklists and assignees
- Document requests per client
- Time logging and billing onto invoices
- Clients do not have their own portal yet