Move every job forward —
without chasing it yourself
ProCharted workflows turn your firm’s recurring work into a
repeatable system: clear stages, automatic hand-offs, and reminders
that run on their own.
repeatable system: clear stages, automatic hand-offs, and reminders
that run on their own.
Every job moves through clear, consistent stages
Statuses carry each engagement from start to finish — Ready, In Progress, Waiting on client, Completed — so anyone on the team can see where a job stands at a glance.
- Four main statuses with your own sub-statuses underneath
- Assign the right statuses to each work type
- Board and list views to track the whole pipeline
Automations handle the hand-
offs for you
Set a trigger and an action once — when a status changes, a date arrives, or a client replies — and ProCharted does the rest, every time, without anyone remembering to.
- Trigger on status change, dates, or client replies
- Move work forward, notify a teammate, or start a sequence
- Attach automations to a work type so new jobs inherit them
Recurring work recreates itself on schedule
Monthly bookkeeping, quarterly sales tax, annual returns — set the cadence once and each occurrence is created automatically, on time, with everything already set up.
- Monthly, quarterly, annual, or custom repeat schedules
- Each occurrence arrives pre-loaded with its subtasks and budget
- See every past and upcoming occurrence in one place
Work routes to a role, not a bottleneck
Assign a job to a role — Bookkeeper, Tax Preparer — and it waits in the Queue until someone on that team picks it up. No single person is a blocker, and nothing falls through the cracks.
- A role is a pool of team members who can do the work
- Queued work is visible to everyone in that role
- Ownership is clear the moment someone picks it up
See workflows running
on your firm's work
Book a 20-minute demo and we’ll map one of your
recurring engagements into ProCharted with you.
recurring engagements into ProCharted with you.