Workflow Software for Accountants

Manifestly is a checklist platform to help your team manage recurring processes in your accounting workflow.

Cloud-based checklist software for accounting professionals trusted by thousands of CPAs and organizations

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Bring your accounting workflows for taxes, financial reporting, and other activities into one simple system

Your team will love the simplicity of Manifestly practice management software for accountants from day one. It’s easy to import workflow steps from a spreadsheet or a word document, then customize your workflow, and get started in a snap.

  • Accountants especially love to use workflow templates to get a jump start on the checklist software
  • You can explore ideas other CPAs & firms have implemented in their accounting management system
  • To make project management for accountants easier than ever, we will help you customize your workflows during onboarding
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Bird's eye views lets you track checklist and task status across clients and processes - at a glance

Want to quickly view the status of all the yearly tax preparations your team is currently working on? With our accountant checklist software, you will see real-time information when and how you want.

  • Summary views show the status of all accounting checklists, across clients, as well as individual tasks
  • Work on several tax or financial statement checklists at one time without switching windows back and forth to complete tasks or add comments
  • Create custom dashboards to view only the new accounting client checklist or anything else you need

Save time, simplify handoffs, reduce accounting errors & make everyone happier

Your accounting and tax-related checklists are easier for everyone involved! We’ve integrated role-based assignments, built-in electronic signatures, & embedded videos into the practice management software for accountants. You save time and headaches while impressing your clients.

  • Role-based assignments and customizable notifications reduce the problems with handoffs between staff and clients
  • Forget paper, gather signatures right within the accounting and tax workflows
  • Realtime communication with @mentions means everyone is kept in the loop (even your clients!) - easily and in realtime
workflow example
workflow example

Foster accountability and ownership in your team by assigning tasks based on roles

Assign recurring tasks to people or roles. Your team’s assignments will be clear, so that everyone knows the what, how, who, & when of every important accounting workflow task in your business.

  • Assignments across tax clients and processes are easy to make and track. Everyone knows who is responsible.
  • Customizable notifications and reminders by email, Slack, Teams, or web to get the job done quickly
  • Keep track of who did what and when with the activity audit log

More than just checklist software

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Realtime Live Support

Free onboarding support so you can quickly start using Manifestly like a pro. Let's talk.

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Data Security

Protect your firm’s data with industry-leading data privacy and security.


+1000 Integrations

Our Zapier integration will connect the systems you already use. For advanced capabilities, use our API and webhooks.

Manifestly for Accounting Checklists - FAQ

Yes! Our software is configured with 'Limited Users', which you can use to invite your clients to work on the checklists. You can even hide all of the workflow steps other than the onese they are specifically assigned to.

This is one of the main use cases for accounting firms using Manifestly. The tax preparation checklists are easily managed with our service.

Yes, our platform is very secure. We've outlined our approach to data security in the help center here: Data Security.

Recurring checklist software for accounting professionals

With Manifestly, your team will Never Miss a Thing.