Platform
Workflow Engine
Encode your procedures, automate the rest
Encode your firm's standard procedures as repeatable, trackable multi-stage workflows. Year-end accounts, tax return prep, client onboarding — define the stages once, then let the system auto-initiate from tax dates, assign to the right manager, and track progress across every client.
Key Benefits
What you get
Process templates with named stages, role assignments, and ordering
Auto-initiation from tax dates — processes start themselves
Dynamic role resolution — stages assign to the right manager per client
Stage lifecycle — execute, complete, skip, and unskip with audit trail
Activity log with comments per process
Auto-completion when all stages finish
Portal visibility — clients can track their own process progress
See Workflow Engine in action
Book a 20-minute demo and we'll show you how it works for your firm.