ProCharted

ProCharted is for accounting firms that need to organize client work, track filing deadlines, and coordinate staff without relying on manual follow-ups. Firms can manage clients and their tax, bookkeeping, payroll, or other engagements in one place, with due dates, assigned staff, subtasks, notes, and documents attached to each job. Work can be viewed by status, deadline, client, or team member, helping staff see what is ready, underway, overdue, or waiting on a client. Recurring jobs can be scheduled for regular services such as monthly bookkeeping and quarterly filings. Automated rules and email sequences can send document requests and reminders, update work statuses, or notify teammates when work changes or a client replies. ProCharted also includes time tracking, invoicing and payment management, dashboards, and reports for monitoring workload, deadlines, unbilled time, and outstanding invoices. Outlook email and QuickBooks Online integrations help firms connect client communications and accounting workflows. It may suit firms looking to bring practice management, workflow tracking, and client follow-up into a single system.

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