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Our Engagement Tracking tool enhances practice efficiency, enabling accountants and auditors to track the progress of accounts production, audit and corporation tax engagements across their organisation in one location.
The intelligent and easy to use dashboards allow users to focus on critical engagement deadlines, understand your engagement problem areas and monitor performance.
Monitor assignments relating to all your clients from one dashboard
Manage workload based on pending deadlines and deliverables due
Clearly indicates progress versus expectations
Pin point weakness or difficult areas across the firm
Filter to view only incomplete jobs and jobs assigned to you
Displays key information such as due dates, completed dates and user sign off