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01b - Multi-step test

Step 1 of 5

20%
  • How many people will use Workzone?

  • (Workzone is ideal for teams with 5 or more users)

Know The Status of Every Project

For accounting, organize your client projects into tasks with responsible parties, to-do lists and due dates. Team managers and supervisors can get the visibility they need.

Benefit
Easy-To-Use & Adopt

No matter their skill level, all of your team members can understand Workzone and will get onboarded quickly. To-do lists and specific workspaces break down huge projects into smaller areas.

Benefit
Get High-Level Views

Quickly review status updates for everything with cross-project dashboards and reports. Monitor projects and workloads then adjust deadlines and responsibilities in a few clicks.

Benefit
Share Files Easily

Clean up your communication and stop confusing email chains. You can share tasks and files with Workzone.

Features & Benefits

Keep Your Accounting Firm Organized

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Features & Benefits

Keep Your Accounting Firm Organized

  • Streamline The Project Intake Process

    Streamline The Project Intake Process

    Workzone funnels project requests from the web into one simple dashboard for easier intake management.

  • Success Based Support

    Success Based Support

    Our business goals are aligned with your business goals. That’s why we offer unlimited training and support for the life of your contract.

  • Manage Projects & Tasks

    Manage Projects & Tasks

    Get the big-picture view of where all projects stand across departments, clients or campaigns. Great for status review meetings, the project dashboard helps get everyone on the same page. This summary view complements the tactical to-do lists that keep the team focused on getting work done.

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“It allows the team to get on the same page and communicate through the tool which is one of the great benefits of it. It makes things so much easier and your clients are always so impressed with how organized our presentation is because it just comes straight from Workzone.”

Lizz Torgovnick, Chief Creative Officer

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Keep Track of Every Client

Where in the auditing process are you? Now, you’ll know with Workzone accounting project management software. You can give each client a workspace and create the necessary tasks that each accountant or associate is responsible for.

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Easy Enough for Assistants to the CEO

Microsoft Project is too complex and clunky. Entry-level task management tools, like Basecamp, aren’t powerful enough to track budgets and expenses. Workzone can be used everyone–not just a single power user–at every level.

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Comment and Share Client Files

Let the entire team collaborate on the latest version of project-related financial and accounting documents. Set permissions so that each party sees only the appropriate items for your clients. Internal and external teams can both have access.

Your team members will receive email links and alerts of new documents that need review. Workzone’s approval workflow simplifies the approval process.

Resources For Accounting Firms

How to Choose Project Management Software: The Complete Buyer’s Guide

resource

How to Choose Project Management Software: The Complete Buyer’s Guide

Find the perfect fit for your team with these tips. It also includes a helpful checklist to rank the most important features.

Download
Best Practices | Mar 31 2017

Why Excel Doesn’t Work as Your Company’s Project Management Tool

It’s not Microsoft’s fault that Excel has become the de facto project management tool for most teams. But it doesn’t have to be that way.

Read More
Visit Our Blog
Best Practices

Why Excel Doesn’t Work as Your Company’s Project Management Tool

It’s not Microsoft’s fault that Excel has become the de facto project management tool for most teams. But it doesn’t have to be that way.

Read More

01b - Multi-step test

Step 1 of 5

20%
  • How many people will use Workzone?

  • (Workzone is ideal for teams with 5 or more users)