Jobflow Manager makes it simple to monitor your accounting practice's workflow by job, task, due date, staff member, manager or partner. Jobflow Manager can alert you to resource bottlenecks so that you can set realistic target dates and, if necessary, take remedial action to ensure that tasks are completed on time.
With every member of your accounting practice reporting his or her progress through Jobflow Manager, you have a real-time view of how work is progressing. The Task Navigator screen makes it easy to view the status of all tasks within a job at a glance. Gantt charts display job scheduling details graphically, making it easy to identify dependencies and likely bottlenecks.
You can also use Sage HandiSoft’s Document Manager to attach relevant documents to tasks, as well as record any documents that are required to be completed as part of a task. If you're using Best Practice you can also link any of its procedures and checklists to tasks that you create.