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FIRMHUB

Service delivery and job workflow

Standardised templates and stages across the practice. Every return, every set of financials, every SARS query gets tracked, assigned and visible.

Every job inA White South African woman accountant viewing every job in the practice on one screenone place

One view of every job in the practice, with an owner and a due date on each. No more asking three people to find out what is outstanding.

StandardisedAn Indian South African woman accountant moving jobs through standardised workflow stagesstages

Templates and stages that every team member follows the same way. A provisional tax return looks like a provisional tax return, whether a senior or a junior is running it.

Assigned andA Coloured South African man accountant assigning jobs and tracking who is responsiblevisible

Every job has an owner, a status and a due date that the whole practice can see. When a senior leaves, the work does not leave with them.