Pascal Workflow

Pascal Workflow is practice management software built for accountants and tax professionals. Listed in the United States, it gathers client records, work tracking, document exchange and billing in one system and suits firms inside and outside the US.

What Pascal Workflow offers

• Client records — conversations, emails, notes and interactions for each client on one screen.
• Proposals and engagement letters — builds proposals and automates engagement letters.
• Workflow and agenda — an Agenda Dashboard shows each team member the day's assigned work.
• Tax return delivery and e-signature — client instructions on each form, signatures on form 8879 and other documents, and knowledge-based authentication.
• Document store and email fetch — files organised by tax year and project, with client attachments pulled in automatically from linked inboxes.
• Client portal and billing — delivers finished work, can hold documents until fees are settled, and runs recurring billing through Stripe or Authorize.net.

Who it works with

The software targets accounting and tax firms, both in the US and abroad.

Key facts

• Based in: United States
• Compliance: identity checks for IRS-compliant e-signatures
• Client requests: one-time or recurring requests for missing information, with an audit trail