Create a real-time view
of job progress
Give your team complete visibility over job progress with multiple, fully customisable, graphical dashboards.
Once you have configured your workflows and set up your clients all of your recurring jobs will create automatically, a daily glance at your dashboard will ensure that all clients work is undertaken is a client friendly manner.
Glide is a lightweight system with a modern UI that is appreciated by users. The flexibility of the engine combined with Glide's integration capabilities is allowing us to bring more and more departments into Glide, with a view to providing one holistic workflow epicentre for the practice
As part of our evolution towards an automated and paperless office environment, the implementation of Glide has replaced both our paper based system of job control sheets and our excel based job management approach
Glide has helped the practice to work intelligently and efficiently. The system ensures work is completed in a logical and client friendly manner, audit and tax department workflow is linked, and the traffic light system ensures no jobs are overlooked
I wanted a cloud based tool to track my deadlines, Glide provided that and a lot more. I was surprised at just how precisely Glide can cater for the processes and targets I follow and also the ease with which they can be set up by Glide in the cloud
Once you understand that jobs create themselves, you realise you can just focus on something else. I have accounts jobs creating a month before year end so I can ensure I call at the right moment. I check my dashboard each day, nothing can creep through.
Practice Management 100% designed for Accounting FirmsOur highly configurable workflow system is the core of Glide. All other features build upon this.
Our workflow engine is built for Accounting firms, with our highly configurable approach you can be sure we'll fit to you business process, not vice verse.
Standardise your procedures
Our profession is risky, ensure procedures are adhered to at all times. Offering flexibility where needed Glide ensures that no key steps are missed.
Automatic job creation
Most of our work is recurring so don't rely on a human to identify and start a workflow, with Glide this is fully automated.
Give every member of your team multiple, fully customisable, graphical dashboards so they see exactly what they need to see.
Automate targets and manage turnaround
Our comprehensive target date system allows firms to ensure work is completed in a client friendly timeframe, driving down average turnaround times and improving efficiency.
SMS and E-mail alerts
Automate communications with your clients to remind them of key milestones. Glide provides a template editor so that you can automatically send highly configured messages to clients, referring to all data within Glide including workflow dates and deadlines. Send messages in bulk to chase up information to reduce to cost of these time sapping activities.
Glide designed and developed modules
Glide SchedulerA visual staff planner that allows you to allocate staff to your Glide clients, jobs and other activities. Allocate time quickly using the drag and drop approach then lock bookings to avoid conflicts.
Simple drag and drop staff allocation.
Glide has a range of integrations with cloud tools and can connect to Digita and CCH.
Store files and documents against your Glide clients and jobs with out Google Drive integration.
Use you clients' Company numbers to obtain key info via the Companies House API when setting up clients.
Glide and Glide Time are fully integrated with Xero. We also have a range of PMS connectors for CCH and Digita systems.