AccountKit | Workflow

One workflow view for every job and deadline — no more digging through emails, spreadsheets and sticky notes.

Know where every job stands without having to ask. AccountKit Workflow gives you one view of every job in the practice — status, owner, and deadline — instead of chasing updates across inboxes and spreadsheets.

Documents live with the job, not scattered across shared drives. The correspondence register logs client emails against the right job automatically, so anyone on the team can pick up a matter and see the full history.

It connects with a number of integrations, so client data doesn't need re-entering and job status reflects what's actually happening.

Less time managing the work. More time doing it.