Organize your client work with Aero Workflow

Organize your Services

Whether your staff are all in the same place or located around the globe, Aero gives you the tools you need to schedule and assign all of your firm’s work.

Every person in the firm will have a clear picture of what they need to do and when they need to do it. Firm managers and owners will have a clear view of the status of all open client work, helping you make sure that nothing slips through the cracks!

Schedule Recurring Tasks

Aero has options to schedule recurring client work on a daily, semi-weekly, weekly, bi-weekly, monthly, semi-monthly, quarterly, yearly– the options are literally endless.

Once you’ve set up recurring work, you’re done. You don’t have to worry about ‘rolling over’ to the next occurrence– Aero takes care of that for you. Occurrences of recurring client work show up automatically on the assigned user’s dashboard when it’s time to do that work.

Schedule recurring bookkeeping tasks with Aero Workflow
Help prevent scope creep with Aero Workflow

Create and track one-time tasks

Unexpected and unplanned work can derail your day – and is a major factor in scope creep. Aero Workflow’s quick create menu helps users quickly transform an unscheduled client request into scheduled client work with built-in time tracking that will flow into the reporting and tracking features of Aero.

Users also have the ability to forward client emails into Aero, turning email requests into tracked client work.

Organize client information so it's at your fingertips with Aero Workflow

Organize Resources

Make sure the resources your staff need to do their work are located in a secure and central location. Embedded inside each task window is the client information a user needs to get the work done, including:

  • client activity history
  • names and contact information for client contacts
  • information stored in the client vault such as usernames and passwords, small bits of information, links to other online client resources