Accounting and audit practices with many clients, separate books for each, and statutory filing deadlines.
Each client’s books must stay completely isolated from every other client’s.
Filing deadlines bunch into set periods, and a delay has consequences for the client.
Fees are fixed but hours vary, so some clients lose money without anyone noticing.
A step with no app icon beside it is not covered by a JooDax app yet.
A separate environment per client, with access limited to the assigned team.
Team hours per client, to measure fee profitability.
Review the fee at renewal using actual hours.
Ledger, journal entries, the bank and financial statements
Tasks, phases and costs
Store files and attach them to records