ProSystem fx Workstream

ProSystem fx^® Workstream
Increase your efficiency on critical work tasks

ProSystem fx Workstream goes beyond meeting your firm’s basic needs, offering you a full-featured software program designed to manage all of your work deliverables. Using the latest .Net technology, this powerful program includes project templates for ease of setup, “my views” for the administration of project lists, easy import of government forms, a dashboard for notifications and project assignments, and both standard and custom reporting.

With ProSystem fx Workstream, firms can gain immediate productivity increases that translate into more billable hours. The program offers the following tools, designed to increase your efficiency:

Integration with ProSystem fx Time Capture, Billing and Accounts Receivable.
Reports designed for accounting professionals.
Strategic notification tools for proactive management.
Powerful templates to get you started.

Workstream’s flexibility and customization capabilities make the program an excellent choice for any size accounting firm.

Meet the Next Generation of ProSystem fx
Where you work faster, work smarter,
work together, work anywhere.
Starting now, the sky’s the limit.
Browse our interactive brochure

ProSystem fx Workstream has all the features you need for effective workflow management.

Complete Scalability for Every Project

In order to be the right product for every firm and for every workflow within a firm, the application must be scalable. Workstream provides scalability at the type, master and projects by allowing the firm to tailor the item to their needs.

A simple, easy-to-use due date tracking system will keep up with crucial deadlines so you can avoid turning in projects late.
A full-featured project management system with robust features allows you to easily keep track of time spent on projects.

Proactive Management Made Simple

To automate the best practices of our clients, Workstream allows firms to spend less time managing and more time producing deliverables. Proactive management is effortless with tools such as:

Automatic triggers of project status, including milestone dates as well as budget-to-actual analysis.
Assignment lists and notifications that will keep management informed of progress and what needs to be accomplished.

Notifications can be emailed or posted to a dashboard for convenient monitoring to proactively alert:

Management when the status on a project changes.
Staff assigned to the next step of the project when a step is completed.
Management when start, target and due dates are met.
Management when project budgets are met.

Facebook

Twitter

YouTube