Pascal Workflow

Pascal Workflow is practice management software made by Pascal Workflow Inc. for accounting and tax firms. It keeps client communication, documents and team tasks on one screen. Firms use it to run engagements from proposal through to delivering returns.

What Pascal Workflow does

• Client records: logs conversations, emails, notes and interactions against each client.
• Proposals and engagement letters: automates the paperwork for winning and onboarding clients.
• Tax return delivery: collects signatures on form 8879 and other documents, with knowledge-based authentication for IRS compliance.
• Client portal: delivers completed work, with a payment lock that holds documents until fees are paid.
• Recurring billing: bills from accepted proposals through Stripe or Authorize.net.
• Email capture: pulls client attachments from linked inboxes into one store.

Who it works with

Accounting and tax practices, in the United States and elsewhere.

Key facts

• Vendor: Pascal Workflow Inc.
• Daily view: an agenda dashboard shows each team member their work