Manage Workflow + Gain Control = Ensure Client Retention
Glide helps Partners and Managers in growing accounting firms to improve control within their practice, increase visibility of all staff activities and assure client retention by delivering exceptional service.
Do not risk losing another client again. Take control of your staff's workload, automate communication with clients, visualise profitability of jobs, all through your highly configurable Glide system.
Using our graphical editor, you can mould Glide to your existing processes and email templates.
The specific Glide features that benefit us the most are the process workflows. This has helped us develop key procedures to ensure that we are fulfilling all our obligations not just for our clients but also our legal obligations set by our regulator. [Read more]
As a partner, I particularly like the ability of being able to see the workflows for my entire client base and the firm. I receive reminders and warnings when deadlines are approaching and can check on the status of any job in progress in a matter of seconds (even when out of the office). [Read more]
What initially struck us about Glide compared to the other software we looked at was the ability to create completely bespoke workflows. These workflows can cope with all the specific nuances of our systems. We liked that fact that we didn’t have to change our systems to fit a piece of software but tailored the software to fit our existing systems. [Read more]
The ongoing support provided by the Glide team is excellent in dealing with queries and assisting us to implement more features of the programme, which in turn is contributing to the development and expansion of the practice. [Read more]
The email functionality in terms of notifying clients and staff on job progress, chasing in records and jobs being booked in is fantastic. [Read more]
We’ve been using Glide since 2015 and are extremely happy with the product....Glide really ticked every box for us and continues to do so...I highly recommend this product. [Read more]
The use of Glide has meant we are spending less time focusing on deadlines and more time focusing on completing the work as well as growing the practice. It's safe to say the cost of Glide has been well and truly recouped with the time savings we have had. [Read more]
One thing I can say that I love about your company is the customer service you provide, it really is impeccable, so thank you very much. [Read more]
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. [Read more]
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. [Read more]
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. [Read more]
Once you understand that jobs create themselves, you realise you can just focus on something else. [Read more]
Practice Management 100% designed for Accounting FirmsOur highly configurable workflow system is the core of Glide. All other features build upon this.
Standardise your procedures
Automatic job creation
Automate targets and manage turnaround
SMS and E-mail alerts
Glide designed and developed modules
Monitor client profitability with Glide Time. Fully integrated with Glide, this module provides fast time recording and billing options for both time based and value billed clients.
Fully integrated with the Xero Accounting system.
A 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.