Pascal Workflow

Practice management that starts free for accountants and tax firms

Accounting and tax firms are the audience for Pascal Workflow, practice management software published by a company of the same name. The company positions it as modern, free forever, and aimed at helping firms get organized and work together as they scale.

One screen for each client

The software logs conversations, emails, notes and interactions with clients and others, and brings everything related to a client onto a single screen. That removes the need to search through separate inboxes and files to see the history of a relationship.

From proposal to filed return

Firms can prepare proposals for clients and prospects and automate engagement letters. Work is then tracked through a workflow designed to be easy to understand, with an Agenda Dashboard that tells each team member what to do that day, so client work does not slip through the cracks.

Tax return delivery is handled as a complete process rather than only a signature form. Clients receive detailed instructions for each form, including payment vouchers and estimated payment vouchers, and the platform offers a payment lock option on tax returns.