SkyOffice for Accountants™ Never miss a deadline!

SkyOffice for Accountants™

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SkyOffice for Accountants™

CRM and Engagement Tracking
Quickbooks, Office 365, and Google G-Suite integration!

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Cut engagement tracking time in half!

  • Create engagements for multiple clients in one click
  • Prepare reusable checklists and use in engagements
  • Find all client and engagement information in one place
  • Generate reports for detailed tracking

Manage ALL client information (CRM)!

  • Track a variety of pre-defined client details
  • Store client contacts and information
  • Create any number of flexible custom fields per client
  • Store client notes
  • Maintain document links to SmartVault and other tools
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Enable workflow-driven collaboration!

  • Form engagement teams and assign tasks to members
  • Track to do lists by date and status
  • Import and share information from MS Office 365, Google G-Suite, and Quickbooks
  • Standardize processes across engagements

Maintain an audit trail stay compliant!

  • Store engagement and client notes
  • Review user activity and actions
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Gain business insights!

  • Generate reports by engagement
  • Planning capacity and work forecast
  • Measure staff productivity
  • Make better billing decisions
Signup Now

Signup for a 30-day trial…

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