OneDesk for Accounting & Finance Teams

Accounting is a time-consuming process, with its own set of challenges. Overcome these challenges through OneDesk’s streamlined workflow.

Why OneDesk for accounting teams?

Standardize your finance projects

OneDesk allows you to create templates to streamline your tax processes. Having a template in place helps your team complete all the necessary steps in the tax filing process. Clone your template to follow the same process every time.

Track sales tasks

Managing payroll involves making sure employees and contractors are paid accurately and on time. This includes monitoring hours worked. OneDesk’s timesheets record time logged by your employees, helping you track employee work hours accurately. Create timesheet reports to stay on top of your payroll duties. Export timesheets and integrate with powerful financial apps.

Facilitate client requests

Client requests help identify their needs. These requests could be service inquiries or questions regarding financial documents. Whatever the request may be, it is essential to remain responsive at all times. OneDesk’s helpdesk system allows you to create tickets from email, forms, and more. Handle requests in one central dashboard and auto-route these requests to the appropriate team members.

Promote team collaboration

Team collaboration helps you improve your accounting processes and increases efficiency. Discussions and feedback from your team enable you to resolve errors quickly.Using OneDesk, you can assign teams or experts to specific tasks. OneDesk’s communication features allow you to discuss processes, share documents, and address feedback immediately.

Manage team tasks

Managing a team involves monitoring how tasks are progressing day-to-day. Distributing tasks equally among team members and re-assigning work ensures team productivity.
OneDesk’s board view gives you a full view of your team’s workflow. Visualize and optimize your daily tasks and maintain a balanced workflow. Drag and drop tasks from one column to another to assign work to your team members.

Why OneDesk for accounting & finance teams?

OneDesk allows you to keep your clients informed at all stages of project management. Set up your client web portal to update your customers about your accounting processes, ensuring security through role-based access. Keep your clients in the loop by sending automated emails as a reminder about upcoming meetings and appointments. Capture and store client contact details and categorize clients according to their email domain names. OneDesk makes it easy for you to implement client feedback every step of the way.

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