Pascal Workflow is a practice management platform that helps accounting and tax firms organize client work, documents, communications, and delivery.
– CRM, proposals, engagement letters, projects, workflow dashboards, recurring tasks, and requests coordinate firm and client activity
– Central document storage, automatic email-attachment filing, client portals, tax delivery, e-signatures, and 8879 workflows manage files
– Automated follow-up, recurring billing, payment collection, and payment-locked document delivery connect service completion with revenue
– Fits accounting and tax practices seeking a client-centered system for workflow, documents, signatures, communication, and billing.
