Workflows & Automation
Automate repetitive tasks and create standardised workflows for your accounting processes. From client onboarding to year-end procedures, streamline your operations.
Pre-Built Workflows
Use our library of pre-built workflows for common accounting processes including client onboarding, month-end close, VAT returns, and year-end procedures.
Custom Workflows
Build custom workflows with drag-and-drop simplicity. Define steps, assign responsibilities, set deadlines, and create approval gates.
Task Management
Track the progress of every task within a workflow. See who is responsible, what is due, and where bottlenecks are occurring.
Automated Reminders
Configure automated reminders for upcoming and overdue tasks. Escalate to managers when deadlines are at risk.
“TaxStats Ltd helps me stay on top of my HMRC and Companies House filing year on year. I don't miss any deadlines, and I am aware of what is payable and when, weeks/months in advance.”
Emma A