Aero Workflow for CAS Firms2023-11-09T11:29:34-08:00

The ONLY Workflow System Designed

Specifically with CAS Firms in Mind

Are you tired of using rubberbands and workarounds just to make a workflow system fit your CAS firm?

Most accounting workflow systems are built with tax firms in mind, with CAS workflows being an afterthought. Aero is built from the ground up with CAS firms in mind.  With Aero, you aren’t struggling to make your firm fit into a system that was really built for something else. Aero was built with a thorough understand of the needs of CAS firms like yours.

So What Does A CAS Workflow System Look Like?

It Has Client Accounting Services Checklists

  • Each account comes with ready-to-use CAS checklists – client onboarding checklists, offboarding checklists, year-end checklists, bill pay, payroll– 160 different checklists to help your run your firm.

  • You can create unlimited checklists for your firm. Because we all know that a CAS firm has many different processes for many different clients.

  • We also have a library of detailed procedure guides available to all users.  Procedure guides act as a knowledge bank and backup to your checklists. You can either use ours or create your own– or a little of both!

It’s Easy to Schedule Your Client Work

  • You perform multiple different services for each one of your clients– and each one occurs on a different interval. That’s why we offer an unlimited menu of choices for scheduling recurring work.
  • Each client comes with many different pieces of information you need to organize so people on your team can access it when needed. Each client in Aero has a secure vault where you can store that information – tax ID numbers, capitalization threshold, fiscal year-end, even usernames and passwords – and your team can access it when they need it for client work.
  • Clients love to use email to send requests and information. Aero users can easily forward those emails to their Aero dashboard where they are turned into tasks.
  • Of course, unexpected and unplanned client work pops up on a regular basis. That’s why Aero makes it easy to create “one-off” tasks and even start a new task on the fly. Tracking this unplanned work helps control scope creep and capture all billable hours.
  • Aero Workflow integrates with the apps you use, like QuickBooks Online, QuickBooks Time, Office 365, and Zapier. Or use Aero’s API to create your own integration.

It’s Makes it Easy to Manage Your CAS Firm

  • A CAS firm has a lot of moving pieces. That’s why Aero’s management dashboard provides a very clear view of all the firm’s open work. Keep an eye on deadlines and workload all from a single screen.

  • Completely integrated time-tracking can be used for billing and provides actionable insights into your firm. Time tracked can optionally be sent to QuickBooks Online or QuickBooks Time

  • Over 20 customizable reports provide deep insight into your firm’s profitability, productivity, and efficiency

Priced so You Can Scale Without Paying a Fortune

*Enterprise pricing available for accounts with more than 25 users.

What users are saying:

Best thing since sliced bread. We are finally on the right path and each employee knows who has done what and what still needs to be done. Love the Vault.


I am so grateful for finding out about the Aero Workflow app! This app is really helping to prepare the way for growth in my firm. Before, my workflow system was a mess– tedious, unorganized, and frustrating. I needed to streamline the process (fast) and found my answer with Aero. Such a burden has been lifted and I’m able to stay on top of client deadlines with ease. I love the Library content provided with the Premium subscription. Definitely worth the investment.


Great tool for keeping track of work to be done and work completed. Love the time tracker and note-keeper abilities.


The Aero App is very user friendly and easy to pick up and the support staff are fantastic and responsive with answers to questions.


My team started using Aero and immediately noticed the positive impact it had on our business. The workflow and organization virtually ensure all deadlines are met, and the customer service has been outstanding.


I’ve used Karbon, Teamwork and Aero so far in my practice. Each one has their big pluses, and each one has some minuses. Overall, Aero is the easiest way not to drop any balls on critical deadlines for me. I like the built in timer, the ability to defer a task until later, the ability to mark tasks in priority and it’s ability to keep me on track with meetings. There is no way to know how an app will work for you until you try it, so for me personally, it’s the best.


FREE Download! Year-end Checklists for Bookkeeping Firms

Year-end checklists for Bookkeeping Firms

Download our year-end checklists to have access to sample checklists for:

  • Preparing for 1099’s
  • Planning for staff shortages
  • Year-end checklist
  • Offboarding customers
  • And more!


Does Aero Workflow have a free trial?2023-10-05T14:28:31-07:00

Yes, we offer a free 30-day trial. During the trial, you have full access to the app, with as many users as you want. You can take advantage of any of our integrations. You can even add your credit card to get access to the checklist library– and you still won’t be charged until the end of your trial!

What does Aero integrate with?2023-08-03T11:39:54-07:00

Aero integrates with QuickBooks Online, QuickBooks Time, Office 365, Zapier, and other great apps. You can see all of our integrations here.

How do I know if my information is secure in Aero?2023-08-03T11:35:22-07:00

Aero is a very secure app. If you want to know more about Aero security, click here.

How can I get a live demo of Aero?2023-08-03T11:35:31-07:00

We offer weekly live demos of Aero. You can sign up here. If the regular weekly demo doesn’t work for you click here to schedule a demo at a time that is convenient for you.

Do you charge for support?2023-08-31T12:12:52-07:00

No. All of Aero’s fantastic support is included with your subscription cost. We offer free training, free, unlimited, one-on-one support sessions, and a world-class knowledge base.

Do you have free training?2023-08-31T12:11:52-07:00

Yes! Aero offers free, on-demand, self-paced training with two different courses. You can learn more about our free training programs here.

Is there an annual/long term contract for Aero?2023-08-03T11:36:28-07:00

No. Aero is a month-to-month subscription. You can cancel your account at any time.

If I start a free trial and decide to continue with Aero, will I loose all the things I set up in the trial?2023-08-03T11:36:47-07:00

The free trial is a real Aero account that you set up and use. At the end of 30-days, you simply put in your credit card to continue using it. You can have as many users as you like during your trial. The only feature that is not available during your trial is the Library.

How can I see what’s in the Aero Library?2023-08-03T11:37:48-07:00

During your free trial, you can have access to the library templates if you enter your credit card. Your card will not be charged until the end of your trial.

Do you have a ProAdvisor price/discount/partner program?2023-08-03T11:38:05-07:00

No. Since the vast majority of our users are ProAdvisors, we like to say that the prices you see on our pricing page ARE our ProAdvisor prices.

Do you charge per user?2023-08-03T11:38:13-07:00

No. The amounts you see on our pricing page are the flat monthly rate for the firm.

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