Accounting Workflow System

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From prospects to projects, our Accounting Workflow System is the ultimate solution for managing an accounting practice. AWS, created by 74 Systems, uses industry leading and standard platforms all working together in harmony and leveraging their individual, best of breed capabilities in a single, cohesive, highly customizable, easy to use system. Our system helps accounting pros manage their entire practice, from Prospects to Projects.

We use a highly customized version of insightly CRM with time tested and proven workflows to maximize your productivity and help you avoid missing tasks. You will manage projects like a boss and that's because you probably are a boss.

We will help you manage your day to day operations including:

  • Leads and opportunities
  • Contacts and clients
  • Tasks and projects
  • Digital engagement letters
  • Workflow automation

The system handles mosts aspects of your business workflow and keeps you on top of it all. Your team will stop dropping balls and they'll stop missing important deadlines. You'll have more free time and peace of mind.

Have a look at the pricing starting at only $299/month. This pricing is introductory and will increase soon.

Schedule a consultation today.