A CA firm runs on dated work given to articles and staff: collect the papers, prepare the working, get it reviewed, send it out. Task Bundals handles the giving, the proof and the follow-up. It is a general task product, not tax or compliance software, and this page says plainly where that line is.
The partner or the manager says the work in one line. The person gets a link, attaches the file, and a senior approves it or sends it back with a note.
A senior checks the work before it counts as done. Fixed checks run first; then a person approves it or sends it back with a note.
The Office and agency pack is written for desk teams: agencies, CA firms, IT and finance teams. It has a month-end closing checklist and a checklist for starting a new client. You change the lines to match how your firm works.
The Office and agency pack has checklists a desk team can start from, such as month-end closing and starting a new client. Change the lines to fit your firm.
How much work was done on time, by office and by person, for the week. A scorecard can be made ready every week, as a note for the owner or for each manager.
Score a client account, an office or a process, section by section. With the switch on, each point lost turns into a Problem by itself when the audit is finished. A problem that keeps coming back is flagged.
A firm needs to know this before anything else, so here it is without decoration.
If you want practice software made only for chartered-accountant firms, look at CA Bundals. It is a separate product from the same company, with its own site.
No setup fee. No charge per branch.