At WorkZone, we believe that traditional project management tools, like Microsoft Project, are far too complex for all but the most sophisticated users.
We designed WorkZone with a simplicity that encourages use and collaboration by the entire team, so your projects stay on track and on time. And because WorkZone is accessed via the web, team members always have immediate access to the latest project schedules and documents.
Organize projects into tasks with responsible parties and due dates. When items are updated, the entire team can know immediately where things stand. WorkZone alerts you when projects and tasks are overdue or at risk.
Give management and the entire team visibility to the status of all projects across departments, clients or workgroups. Great for status review meetings, the project dashboard helps get everyone on the same page.
WorkZone’s project management software for accounting firms includes advanced tools to further enhance project efficiency — project templates, task dependencies, Gantt charts, resource allocation, time tracking and expense tracking.
Document Management and Collaboration
WorkZone also includes powerful document management software for accounting firms (similar to Microsoft Sharepoint, but much easier and cloud-based).
Let the entire team collaborate on the latest version of project-related documents. Set permissions so that each party sees only the appropriate items.
Send email links to alert team members of new documents needing review. Use WorkZone’s simple approval workflow to get signoff on documents before you move forward.
Find out if WorkZone’s right for you. Discuss your needs with one of our sales consultants, and we’ll help you decide if WorkZone would be a good fit for your situation. If so, we’ll help you and your team get up and running quickly.