From XU Magazine, 
Online News

Introducing AccountKit Workflow

September 5, 2022

Powerful workflow management built for accountants and bookeepers. Capture all your practice’s tasks and see who’s working on what in a single, custom view.

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.account-kit.com/workflow

Complete Visibility, Practice-Wide

From compliance to internal work, capture all your practice’s tasks and see who’s working on what in a single view.

Build custom views so that you are only ever one click away from what's happening, with nothing slipping between the cracks.

Get Started

Screenshot - Workflow _ List02

Stay on Top of all your Essential Tasks

See all your priorities at a glance, plan your day's activities and tick off your to-do list within your Daily Plan as you go. Accessible from anywhere within AccountKit.

Get Started

Screenshot - Workflow - DailyPlan

Customise your Workflow

Create custom task types, views, status flows and roles to suit your practice. Save time and ensure consistency with flexible recurring task templates including embedded work instructions.

User Roles
Practice Authorities
Workflow Settings
Status Flows
Work Types
Priority Flags
User Roles
Practice Authorities
Workflow Settings
Status Flows

Link your tasks

Create or link tasks from correspondence, client pages and any of the tools, so you're only ever one click away from the work being done.

Get Started

Screenshot - Workflow - Linking

Direct file access

No matter which document management system you use, you have direct access to the underlying client folder for managing the files associated with job at hand.

Get Started

Screenshot - Workflow - ClientFolder

"I’m always singing AccountKit’s praises. With the time saved, it pays for itself."

Kerrie Flood

Gilroy Barnes & Associates

Discover how Kerrie at Gilroy Barnes & Associates uses AccountKit to save time and make life easier.

Getting started with AccountKit is easy

Jump right in with a free trial and see the possibilities for yourself.

1. Sign up for a FREE 14-day trial

Create your account and add your clients.

1. Sign up for a FREE 14-day trial

2. Customise your AccountKit experience

Add your practice’s colours and logo to make AccountKit your own.

2. Customise your AccountKit experience

3. Shift your practice into high gear

See for yourself how AccountKit’s tools give you the power to perform.

3. Shift your practice into high gear

Ready to Get Started?

Get StartedBook A Demo HERE!

Why leave it there?

To find out more about AccountKit

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