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LEDGEIN

WORKFLOWS

Turn repeatable work
into reliable processes.

Most practice work repeats: GST periods, annual accounts, payroll cycles, onboarding. Workflow templates give that work a defined shape, an owner at every stage and a visible state.

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Illustrative product view. Sample data.

GST return — Harbourline Freight Ltd

Template: Two-monthly GST · Recurring

In progress
  1. 1

    Client onboarded

    Due 3 Mar

    AMIn progress
  2. 2

    Documents requested

    Due 6 Mar

    AMNot started
  3. 3

    Review

    Due 12 Mar

    SRNot started
  4. 4

    Approval

    Due 16 Mar

    TKNot started
  5. 5

    Filing

    Due 18 Mar

    AMNot started
  6. 6

    Complete

    Due 18 Mar

    Not started
Workflow run for a sample GST engagement

Workflow demonstration showing 6 stages from onboarding to completion.

THE STORY

From onboarding to filing, one path

A workflow moves through stages your practice defines. Each stage carries an assignee, a due date and a status, so progress is a fact rather than an estimate.

  1. 01Client onboardedEngagement details and services recorded.
  2. 02Documents requestedNamed items requested from the client.
  3. 03ReviewPreparer completes the work and checks it.
  4. 04ApprovalA reviewer signs off before anything leaves.
  5. 05Filing & completeFiled, recorded and closed out.

CAPABILITIES

What you get in workflow management

  • Workflow templates

    Define the stages of a job once and reuse them across clients and periods.

  • Tasks

    Individual pieces of work with an owner, due date and current state.

  • Assignments

    Allocate stages to the right person, and reassign when capacity changes.

  • Due dates

    Stage-level dates that roll up to the obligation the work supports.

  • Approvals

    A structured review step so nothing is filed without internal sign-off.

  • Recurring work

    Two-monthly, monthly and annual cycles that reappear when they should.

WHY IT MATTERS

Consistency is what scales, not effort

  • Team visibility, not status meetings

    Everyone can see which stage a job is at, who holds it and when it is due.

  • Approvals are part of the work

    Sign-off is a stage in the workflow, so review is recorded rather than remembered.

  • New staff follow the same path

    A template is the practice's method, written down and applied to every client.

  • Bottlenecks become obvious

    When work stalls at one stage, it shows up in progress and in reporting.

CONNECTED CAPABILITIES

What workflows connect to

Controls around practice work

  • Role-based access to jobs and client records
  • Approval steps recorded against the work
  • Activity history for completed stages
  • Access revocation when staff change
How LEDGEIN protects practice data

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