Workflow has never been so easy!

An automated system that knows what everyone in the office should be doing, and when they should be doing it!

Glide knows your clients and which services you provide. It intelligently creates assignments in advance of when you need to be contacting your client. All tasks are moved seamlessly throughout the firm and areas of concern are immediately highlighted, targets are automated to ensure you provide the same great service every time.

Glide brings together essential functionality, which is otherwise held in disparate systems, spreadsheets and tools (or just your employees minds), to give an easy and productive workflow system that will lead the move to the ‘less paper’ office.

Instant visual update on current status

Partners, portfolio managers and staff alike will love our customisable dashboards, they will save hours of non chargeable time by using them. Glide allows each user to configure as many dashboards as they need and provides a wide variety of widgets to choose from.

With a focus on project and task progress, deadlines, targets and staff performance; along with a client centric approach that collates information from all service lines into one central place; the Glide dashboard is the one you need to effectively run your practice.

Optimal staff allocation

Glide takes full control of the allocation of all assignments between team members.

Each client can be allocated in a different way to fully reflect existing processes in the firm. Where ‘books in’ form a pool of jobs, with team members ‘taking jobs off the shelf’, Glide can fully automate this process and ensure that procedures are adhered to.

Set up and monitor ‘turnaround targets’

All processes held within Glide can hold a simple (or if needed complex) set of target dates. Dates can either be entered manually or the workflow engine can be set to intelligently calculate targets at any point in the process, and based on any other date held in the process.

A popular use within accounting firms is for the system to calculate a ‘turnaround target’ automatically when information is received from a client. This is increasingly the KPI of choice for management to monitor to ensure they are providing the level of service they aspire to.

Scales to all sizes of firm

Glide is the only workflow solution for accountants that can be scaled across multiple offices, or even countries, allowing for any number of differentiations in local working patterns and risks - whilst still reporting centrally on progress. Each workflow system can have any number of routes to allow you to mitigate risks associated with certain clients whilst ensuring an efficient process is retained on more straightforward cases.

Powerful, configurable workflow engine

We have done the hard work for you and have built workflow templates that fit the average size firm, with templates to cover all of the key compliance and onboarding activities. This includes the automatic calculation of all statutory deadlines on initiation of a workflow. However no two firms are the same and all firms can benefit from reviewing the processes within their office. If you want a workflow solution that exactly fits how you operate and mitigates the precise risks you have highlighted, then you will benefit from our powerful underlying engine that is fully customisable and scalable.