icon-workflow_white-2 Workflows

Workflows prompt staff through each task, automatically showing the correct screen required to process the task for each step in the process – our clients love this feature.

  • Workflows ensure every SMSF activity is processed in the same way and makes sure all the necessary steps have been completed. If a step in a process is skipped, the system records this so that the team member can come back to it later.
  • Not only do workflows drive user behaviour to ensure consistency and accuracy, but they also capture data on the status of each job. Business owners and managers can access and analyse this invaluable data to make sure you have the information to more effectively manage your practice’s SMSF business.

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Workflows