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.

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.

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.

Recurring work recreates itself on schedule

Monthly bookkeeping, quarterly GST, annual returns — set the cadence once and each occurrence is created automatically, on time, with everything already set up.

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.

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.

Move every job forward — without chasing it yourself