Client Engager X Job Stages

Grow your practice with engaging solutions

Job Stages for your practice

Add stages to each service you supply to your client. Open the Kanban card and check the job status.

We added this feature from feedback we received from accountants that most solutions assume that one person is responsible for each service as a whole.

Now you can add different responsibilities for each stage of the service – like collection of records, bank reconciliation, completion and review.

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