W006 · Professional workspace · Practices
EasyManageX Accountants & CAs
Client files, document collection, compliance calendars and filing status.
This app is not built yet. Nothing can be entered or saved here. This page shows what the app is planned to do.
- Screens
- pending
- Sign-in
- pending
- Backend
- pending
Who it is for
Independent accountants, chartered accountants and client-accounting practices
Planned workflow
- Accept client accounting engagement and period
- Collect authorized accounting records
- Prepare and review client-period workpacks
- Record client acceptance and obligation handoffs
- Reconcile fees and schedule recurring work
Starts when: Accept client accounting engagement and period
Result: A reviewed client-period accounting pack with controlled obligation and fee records