Team Hub – Accounting Firm Workflow Automation

Manage your accounting team efficiently. Task assignment, time tracking, workload balancing, and performance insights all in one platform designed for accounting firms.

Run your team from one place

• Task assignment with clear ownership and deadlines per engagement
• Time tracking tied to clients and jobs for accurate billing and capacity
• Workload balancing so no team member is over- or under-utilized
• Performance insights to spot bottlenecks before they slip deadlines

Team Hub replaces scattered spreadsheets and chat threads with a single view of who is doing what, when it is due, and how the firm is performing.

Capacity planning partners can actually trust

Because every task in Team Hub is tied to a client, an engagement, and an assignee, workload data is a by-product of normal work rather than a separate timesheet chore. Partners see, per person and per week, hours committed versus capacity — so busy-season staffing decisions, new client acceptance, and deadline promises rest on numbers instead of gut feel. Time recorded against engagements flows straight into billing, closing the gap between work done and work invoiced.

Standards that hold across the whole firm

Team Hub lets you define a standard task list per service — bookkeeping close, VAT return, annual audit — and stamp it onto every relevant engagement. Junior staff always know the next step, reviewers see exactly what has and hasn't been checked, and quality stops depending on which manager happens to run the job. When someone is out sick or leaves, their queue reassigns in minutes because the work, its status, and its history live in the platform rather than in one person's head.