Map your processes in Glide and have a workflow management system perfectly suited to how you currently run your business.
Control your job flow and leverage the accuracy of the data to increase automation around the practice.
Single, central platform
Built to withstand complex scenarios Glide can cater for multiple physical offices, departments, teams and client portfolios. Split client portfolios any number of ways and create multiple job positions to reflect the intricacies of staff allocations. This allows you to bring multiple disparate teams onto a single platform, to improve visibility over data, to standardise procedures and reduce risk.
Include all your services and proceses
Glide has a library of standard templates for common compliance, advisory and internal activities. In addition you can create custom workflows to track absolutely anything. Create workflows with multiple sub-flows to track more complex processes such as new client onboarding or to split the Accounts and Corporate tax into dedicated flows both linked to a single job.
Create multiple routes within a workflow system to cater for differences in client groups, such as in-house v outsourced bookkeeping, or for differences between teams/offices/departments etc. Stages, steps, fields, deadlines, workflow actions and alerts are all route specific allowing for differences to be reflected whilst retaining the ability to easily report on the entire workflows system such as the average turnaround time or all Corporate Tax returns requiring filing in the next 30 days.