Sign inGet started

First for accounting practices

Build accounting-practice apps around client document requests, reporting periods, review queries and engagement follow-up.

Get started

What you can build

From document request to reviewer response

A client file appears ready until a missing document or unresolved review query holds the engagement up.

  • Reporting-period document checklists
    Reporting period
    October close
    Missing item
    Bank statement
    Requested from
    Client controller

    Reporting-period document checklists.

    Keep client documents and review queries aligned to the reporting period.

  • Customer onboarding portal
    Engagement
    Year-end accounts
    Outstanding
    Signed engagement letter
    Next owner
    Practice coordinator

    Customer onboarding portal.

    Keep customer milestones, requested information and blockers visible to both sides.

  • Document approval workflow
    Document
    Draft schedules v2
    Reviewer
    Engagement manager
    Decision
    Changes requested

    Document approval workflow.

    Keep each document version, review round and decision together.

Follow one engagement through the handoff.

Ledger Practice · Client coordination is a fictional example. Follow Engagement ACC-036 through the decisions and exception that the team needs to resolve.

Ledger Practice · Client coordinationEngagement ACC-036

Reporting period: Fictional quarter

Reporting period
Fictional quarter
Checklist
7 of 8 items received

Current stage · client coordinator

Coordinator requests documents for a reporting period

Coordinator requests documents for a reporting period.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as reporting-period document checklists. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for reporting-period document checklists.

    Engagement ACC-036
    Reporting period
    Fictional quarter
    Checklist
    7 of 8 items received

    Describe the app you need.

    Start with one workflow, such as reporting-period document checklists. Describe the record and what your team needs to track.

  • Add a field for missing item.

    Engagement ACC-036
    Missing item
    Statement reference D-08
    Coordinator
    Client desk

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Engagement ACC-036
    Reviewer check
    Pending
    Next handoff
    Practice manager confirmation
    Handled by
    Practice manager

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for accounting practices

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Use the app to coordinate document collection and review. Filing, professional judgment and accounting-system updates stay with their responsible owners.

Questions about building for accounting practices

Build an app for accounting practices.

Start building