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Acct1st Workflow Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Platform is available as an on-premise solution.

Customer Focus

Vendor works with small and mid-sized businesses in the accounting industry.

Select Customers

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About Acct1st Workflow

Acct1st WorkflowAcct1st Workflow is a workflow management system designed to manage the process of tax or other engagements inside an accounting firm. The platform allows users to define workflows for document storage, tax engagements and job action routing.

The software provides businesses with tools for managers have a full view of the workflow process and weigh in on each step. Additionally, the platform allows companies to produce reports on all engagement in process, staff involved and actions.

About the Company

Acct1st was founded in 20014 and is headquartered in Dallas, TX.


Acct1st Workflow Key Features

  • Workflow management system for accounting firms
  • Designs workflows for document storage, tax engagements and job action routing
  • Managers have full control over each step in the workflow system
  • Reports on processes and user actions
  • Handles due dates
  • Works as a stand-alone system or can be integrated with Acct1st Document Management System
  • Management tool of a tax productivity suite


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