Define your firm’s best-practice process once and apply it consistently across every team. Steps are standardised, data moves automatically between stages, and progress is visible across all client files in real time.
Automated template-based workflows support fast, accurate and paperless preparation and review, giving teams a single, consistent way of working.
Different teams often follow different processes, leading to variation in quality and extra time spent at review. Silverfin allows firms to define a single best-practice workflow and turn it into automated templates that everyone follows. This reduces errors, limits rework and helps maintain consistent quality, regardless of who prepares the file.
Remove the need to re-enter data at each step. Live client data is pulled directly from bookkeeping systems and used to populate workflow templates automatically. That same data then flows between working papers, accounts production and tax returns, so information is entered once and reused throughout. Teams always work with accurate, up-to-date data.
Use pre-built templates or create your own using an accessible templating language. Workflows can be tailored to different client types, services and regulatory requirements. Training and guidance are provided to help teams get started quickly.
View the status of any client file at a glance — outstanding tasks, reconciliation items and current ownership. Firm-wide workflow visibility makes it easier to identify potential risks to service levels, monitor progress in real time and manage resources effectively across large client volumes.
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