Pascal Workflow is Complete Practice Management for Tax and Accounting Firms. Transform your Practice with a platform designed to give absolute Clarity and Visibility.
Eliminate disconnected applications and engage your clients and staff with one easy to use platform
Organize and track conversations, notes, and interactions with clients and others. See everything related to your client on one screen.
Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity.
Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let client work slip through the cracks again.
Schedule one time or recurring tasks to request missing client information. Stop wasting time chasing clients and let Pascal do the work for you.
All your client documents and work papers in one central location clearly organized by tax year and subject. Relate documents to projects so team members know exactly what to do and where to get the information.
An easy to use client portal to deliver completed work including tax returns. Available Payment Lock feature allows you to collect fees before clients can view or download documents.
A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom document. Works for both US and Non US based firms.
Automate recurring billing via accepted proposals. Collect fees via credit card or ACH (coming soon). Works with virtually every merchant account.
Stop looking in multiple locations for client documents. Link your email account so every incoming email attachments from clients are automatically fetched and uploaded to Pascal. We will even do a 365 Day look back so past documents and emails are included in Pascal. Every client document from all team member's inbox are centrally stored. No more CC or forwarding emails.
Pascal Workflow is the All-In-One Solution for the Modern Accountant.
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