FirmOps by Inistate for accounting and audit firms
Your team should be doing client work, not chasing paperwork. Client document collection, timesheets, and reviews run in one workflow, so partners can see where every engagement stands.
One workflow. A stronger firm.
YOUR ENGAGEMENTS, AT A GLANCE
The request, the review, and the sign-off stay with the engagement.
A stronger firm starts with
Empowered associates Smoother processes Visible workloads Professional serviceREAL CHALLENGES. A CLEARER WAY TO WORK.
A missing statement. A forgotten timesheet. A sign-off nobody can find. Bring the answers together before small gaps become a late filing.
“Has the client sent it yet?”
Replace email threads and shared-drive guesswork with a tracked request for every document. See what is awaiting the client, what has arrived, and what is still missing, for each client and each period.
“Where did the week go?”
Let your team log time against the client and the engagement as they work. Route each sheet for review, query what looks wrong, and pass approved hours on for billing.
“Who has reviewed this?”
Set the review steps your firm follows. Keep the reviewer, the decision, and the date with the record, so a partner can see what was checked without asking around.
“Which clients are holding us up?”
Bring requests, hours, and reviews into one view for each client. Spot what is overdue or stuck while there is still time to act.
“Which email was that in?”
Keep the request, the document, the questions, and the answers together. Your team works from the same history instead of searching inboxes and chat threads.
ONE REQUEST. ONE CONNECTED WORKFLOW.
Connect the handoffs between your clients, your associates, and your partners. Adapt the steps to the way your firm works.
Record the client, the document, the period, and the due date. Everyone can see what has been asked for.
Mark what has arrived and note what is still missing. Ask again from the same record.
Pass the document to a reviewer. Keep the decision and any questions with the request.
Mark it filed against the client and the period. Pick up the next request with the history intact.
Every request has an owner. Every engagement has a next step.
TIME IS PART OF THE SAME STORY
Log time against the engagement as the work happens, have it reviewed, and hand approved hours to billing. The timesheet workflow runs in the same workspace as your document requests.
See the timesheet workflowHours against the client, the engagement, and the task code, while the work is fresh.
A reviewer approves the sheet or queries an entry. The question and the answer stay with it.
Approved hours are marked billed, with the record of who approved them.
BETTER FOR THE WHOLE FIRM
Keep associates, managers, and partners connected, with the information each person needs to do their part.
See it for your firmKnow what each client still owes you, log your hours as you go, and spend less of the week writing follow-ups.
See what is waiting for you, review with the full history, and send questions back on the same record.
See where every engagement stands, which clients are holding things up, and what has been signed off.
LET’S MAKE IT PRACTICAL
Yes. Set the document types, periods, and due dates your firm asks for, and add the fields you need. Bring a sample client checklist to the demo so we can walk through the setup.
Many firms start by recording what arrives by email or chat against the request, so nothing is lost. During the demo we can review the ways clients can submit documents to you directly, and which would suit your clients.
Yes. They are separate workflows in the same workspace, so one client can carry both. Start with one and add the other when your team is ready.
Start with one workflow and a few clients. Get it working for them, then bring in more clients, your review steps, and the next process as you are ready.
The Trust Center covers how Inistate handles security and your data. Bring your firm’s questions to the demo and we will go through them with you.
Bring a typical engagement, a sample document checklist, and a timesheet with client details removed. We’ll use them to discuss the requests, reviews, and handoffs that matter to your firm.
FEWER REMINDERS. CLEANER FILES. A STRONGER FIRM.
Help your team work with confidence.
Give every engagement a clear path to completion.
BUILT ON INISTATE
Inistate is an operational workflow platform for people, AI, and automation. FirmOps starts you with the Document Request template. Add the next process into the same system when you are ready.
