Podio App Market

Accounting Practice Management

Streamline your accounting processes with this pack of apps.

Store information about your clients and track the returns, audits and meetings you have with them.

Created by

Podio App Team

52 packs in App Market.

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  1. Rating:
  2. Business Function: Legal & Finance
  3. Industry Sector: Other
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Screenshots

Apps in this pack

  1. Clients

    Store and track client information.
    More info

  2. Returns

    Track each client's tax returns.
    More info

  3. Audits

    Track audits and relate them to tax returns.
    More info

  4. Financial Reviews

    Overview of client meetings and reviews.
    More info

  5. Bookkeeping

    Overview of bookkeeping work.
    More info

  6. Timesheets

    Overview of hours spent on each clients' work.
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

  • Webform

    Populate your app via a form on a public website

  • Share with content

    Has content

  • Flows

    Automated workflows