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Client Hub’s latest job workflow enhancement gives accounting and bookkeeping firms smarter control over how client work moves from one team member to the next! Now with group dependencies, firms can choose between sequential workflows (where work is completed in a set order) and parallel workflows (where multiple team members can work at the same time). This helps your team build job workflows that reflect your firm’s actual processes and eliminates bottlenecks that can slow work down.
Group dependencies offer you a practical way to control the order of task groups within a job. An accounting firm can keep review work hidden until preparation is complete or allow several team members to begin their assigned work right away. This results in a workflow that follows the firm’s review process instead of forcing every engagement into the same structure.
Sequential workflows are useful for preparer-to-reviewer processes where one person’s work needs to be completed before the next person steps in. When task groups are blocked, the next team member will only see the job once it’s ready for their action.
This setup provides a cleaner way to manage review-based work by allowing your staff to:
On the other hand, parallel workflows are useful when different team members need visibility to the same job as soon as it’s created. For example, one team member may begin gathering client documents while another reviews a related workpaper. Since the work is visible to everyone assigned, the engagement can move forward sooner instead of a member waiting for one task group to be completed first.
Aside from Group dependencies, Client Hub now also displays Owners instead of a single Assignee, so firms have a more accurate view of who’s responsible for each job. This is particularly useful for accounting and bookkeeping teams where preparation, review, and client follow-up may involve different people. Instead of making one person appear responsible for the entire job, ownership now reflects the team behind the work.
We’ve also tweaked the Jobs Dashboard to reflect how each firm designs its workflow. Now, when task groups are blocked, team members only see the job once their part is ready. For accounting and bookkeeping teams, this creates a more useful dashboard because staff can focus on work that needs their attention now instead of sorting through jobs assigned to other stages of the process. Less clutter for you and your team!
In managing our practice, workflow design is very important because it affects how quickly client work moves, how easily leaders can review progress, and how confident team members feel about their next action. These enhancements give firms more control over the way work appears inside Client Hub, so the Jobs Dashboard can support the firm’s structure instead of creating extra noise.
With group dependencies and flexible ownership, firms can also:
Log in to Client Hub to try the new job workflow enhancements, or start a demo to see them in action. Learn more about group dependencies here.
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