The video (embedded below) is for those Accounting firms who split part, or all, of the Year End Accounts work from the related Corporate tax work – typically by allocating tax compliance to different team members, teams or departments. The question is – how can Glide help your process to remain joined up and client friendly? How can you keep the turnaround time down?
It’s a UK example but the same concept can be applied in any country.
The answer is that we recommend you create one workflow system but then split that into two sub-systems. Have a look at the job card screen grab below – where you would typically see one of everything (think current stage, progress buttons, target dates, actual dates, job fields etc) – you instead see two.
We are effectively progressing two totally separate jobs on a single job card. You can actually have an unlimited number of sub-systems in each of your workflow systems, the vast majority of workflows only need one but our New Client Onboarding template currently has 4!
You can do this whenever processes share both a job date and frequency – in our case the Accounts and CT are both orientated around the Year End and are both annual.
So what are the main benefits of this approach. Well firstly you get all the benefits you would have if you were to have two entirely separate workflow systems, such as:
The main benefits; however, stem from the fact that each part of the job is aware of the other – this would not be the case with two totally unconnected workflow systems. These benefits include:
The advantages listed in this blog relate to quite specific capabilities of the Gide software. Of course the most important benefit for your firm may simply be that team members from both teams gain perfect visibility over the job progress of the other via a shared platform!