Taking the best of a traditional office work area and digitizing the most familiarly used aspects creates a single WorkSpace, therefore by combining dashboards and data-entry into one screen, users find a uniquely empowering experience where everything is just one-click away.
It can eliminate redundant databases and put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails.
No one likes to look over team members shoulders, but it can be difficult to keep everyone accountable and focused on completing tasks on-time. With WorkSpace, you can instantly see where everyone is at with specific tasks and even delegate tasks to team members who are under-utilized. Whether it’s your calendar, their calendar, or the firm’s calendar — every project, assignment, and appointment is readily available. Keep everyone happily working without having to feel like you’re “checking up” on your team members.
There are a lot of moving parts in every accounting practice and sometimes it can be difficult to keep track of everything on your own. Confusion and disorganization lead to wasted time, money, and opportunities, which is hurtful to your firm. With WorkSpace, you’ll know the Who, What, Where, When, and Why for every client. This ensures no deadline is ever missed and every team member can be as successful and efficient as possible.
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