Posted by & filed under Misc.

We know that workflow can be the foundation of a successful accounting firm or practice, but one of the most common questions we hear is… “What do I do for one off jobs?”

With that in mind, we created our industry leading “quick add” button so that you can have both one off jobs and recurring client work next to each other, so that nothing falls through the cracks.

By using the “quick add” option, you can see one off jobs right next to recurring client work, ensuring that nothing falls through the cracks in your firm or practice. No longer worry about filtering through task management, workflow, and spreadsheets, and using the Jobs tab as your central command center for managing all your client work.