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.
- Rating:
- Business Function: Legal & Finance
- Industry Sector: Other
- Share:
Apps in this pack
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ClientsStore and track client information.More info
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ReturnsTrack each client's tax returns.More info
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AuditsTrack audits and relate them to tax returns.More info
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Financial ReviewsOverview of client meetings and reviews.More info
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BookkeepingOverview of bookkeeping work.More info
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TimesheetsOverview of hours spent on each clients' work.More info
Additional features with this pack
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Tiles
Pre-created tiles give an overview of your app's data
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Filters
Recommended filters to browse app data
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Webform
Populate your app via a form on a public website
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Share with content
Has content
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Flows
Automated workflows