Accounting Firm Workflow Checklist Spot Inefficiencies & Streamline Your Practice First Name *Last Name *Email Address *PhoneCompany *Is Your Practice Operating at Its Full Potential?Identify gaps in your workflow and technology with this quick assessment.Check the box if your answer is "Yes."Client & Contact Management (CRM)Do you have a single place where all client details, documents, and communication history are stored?Can your team quickly access the latest client updates without searching emails or spreadsheets?Do you have an automated system to track client interactions and follow-ups?Task & Workflow ManagementDoes your firm track all client deadlines in one central dashboard?Are tasks automated so nothing falls through the cracks?Can you see who is responsible for each task and its status at a glance?Do you find yourself micromanaging because there’s no clear system in place?Is Your Practice Operating at Its Full Potential?Identify gaps in your workflow and technology with this quick assessment.Check the box if your answer is "Yes."Time Tracking & BillingAre you accurately tracking billable vs. non-billable time for every client?Can you generate invoices quickly without manual entry?Are you losing revenue because some client work isn’t being properly logged?E-Signatures & Document ManagementAre you still waiting for clients to print, sign, and scan documents?Can your clients sign documents electronically in minutes?Do you have a secure way to store and retrieve signed agreements?Is Your Practice Operating at Its Full Potential?Identify gaps in your workflow and technology with this quick assessment.Check the box if your answer is "Yes."Reporting & InsightsDo you have real-time insights into your firm's profitability?Can you track which clients are the most (or least) profitable?Are you able to generate reports quickly, or do you rely on manual number-crunching?Team Collaboration & VisibilityDoes your team know exactly what’s on their plate each day without asking you?Can team members seamlessly collaborate without endless email threads?Are you spending too much time chasing your team for updates?Is Your Practice Operating at Its Full Potential?Identify gaps in your workflow and technology with this quick assessment.Check the box if your answer is "Yes."Workflow AutomationAre client reminders and routine follow-ups automated instead of done manually?Do repetitive tasks (e.g., sending engagement letters, chasing missing documents) take up too much of your time?Do you feel like you’re constantly reacting to issues instead of proactively managing your firm?Submit
