Industry
Streamline for accounting and audit practices
Recurring client obligations scheduled, allocated and tracked, with time logged against the job.
What we hear from these firms
- The same annual and monthly obligations repeat across every client on the book.
- Partners cannot see where a job stands without asking the person doing it.
- Time is written up from memory instead of recorded as work happens.
How Streamline handles it
- Recurring obligations sit on the diary with owners and due dates.
- Progress tracking answers "where is this?" without a phone call.
- Time is logged against the task while the work is being done.
- Reporting shows workload and history per person and per client.
Customers in this industry: Interact Accounting Services (Nadia Cronje) and Marinus Coetzee, Chartered Accountant.
One connected process
How work moves through Streamline for accounting and audit practices
The same task carries the instruction, owner, deadline, work record and outcome, so the team and its managers work from one current view.
WHAT + WHO + WHEN
Scope, owner and deadline
TASK
One accountable record
EXECUTION
Work, time, communication and documents
CONTROL
Live progress and corrective action
DELIVERY
A recorded outcome
The right thing. The right person. The right time. Every time.See the full solution
Client outcome
We only publish outcomes our clients have approved in their own words, and none has been signed off for this industry yet.
Ask us on a call and we will put you in touch with a firm like yours as a reference.
How these firms use it
- Running recurring client obligationsMonthly and annual obligations sit on a diary so deadlines stay visible.
- Answering "where is this?"Progress tracking replaces the phone call asking for a status update.
- Logging time against the workTime is recorded as work happens, not reconstructed at month end.
- Reporting on workload, progress and historyDashboards for running the practice, not just the individual jobs.
See it on your own process
Tell us how the work runs in your firm and we will show you the same process in Streamline.
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See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.