Accounting workflow software built around review

How work moves

• Each engagement starts from a template with stages, checklist items and folders.
• Tasks are assigned with planned hours, and actual hours are recorded against them.
• A stage cannot be passed until its required items are done, or a partner waives one with a reason.
• A partner approves each stage move.
• The file locks after completion, and everything stays read-only.

Review that holds up

A preparer cannot review their own work. A reviewer signs off a specific version of a document, and a new version needs a new sign-off. Review notes stay open until they are answered and cleared. Templates are versioned and approved by a partner.

What comes with it

• A client request list with upload links that need no client login.
• E-signature for engagement and representation letters.
• Timesheets with approval, and invoices with tax.
• For audits: trial balance import, lead schedules, draft statements, sampling and draft reports.

Where other tools are stronger

Karbon, Canopy and TaxDome put client email inside the workflow, automate recurring jobs and take client payments online. Stowbill does none of those today. It suits firms whose main worry is review quality and inspection, more than inbox management.

Questions