Accounting Firm: digital workflow guide

Start digitalizing Accounting Firm by making clear which record passes from whom to whom. Track period documents, reconciliation, review, delivery, and filing by client.

Workflow boundaries

Record fields and ownership

For Accounting Firm, link client/period, missing documents, and reconciliation records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Track period documents, reconciliation, review, delivery, and filing by client. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.