Product news: Streamlining workflows with improved navigation and review

4min Read

Preparing and reviewing a set of accounts can be a juggling act.  Hunting for the data, document or email you know the client sent you, swapping between different systems and screens or thumbing through a client file to find a partner’s review comments?

With Silverfin software those frustrations disappear. By integrating as much as possible into one environment: all communications, supporting documentation and review comments are stored in-context digitally with your client file.   

This is an essential part of how accountants work with Silverfin – almost 4 million reviews and remarks were logged on client files by Silverfin users in the UK last year! 

But, we believe in even better.  So, our usability experts spent the last few months gathering feedback from customers on how we could optimise their day-to-day experience further.  We know shaving off a few seconds or minutes per file can significantly increase time savings, and reduce costs of service delivery across the firm. 

So today we’re excited to unveil a redesign of the Silverfin user interface which means you can complete your work even faster, 

Prefer to watch the webinar?  Check it out here.   

Navigate like a Pro 

So what’s new?  We’ve introduced a new expandable ‘tree structure’ down the left hand side of the screen, which allows preparers to quickly locate the desired template or lead schedule, and then navigate to other templates in just a couple of clicks.  Even better, it’ll remember where you were if you navigate away from this screen.   

We’ve expanded the heavily-used search and filter option into this main working screen,  templates and the review screen too, so you can jump around the client file at lightning speed.  There’s also a new shortcut to open the communications panel so you won’t miss any notes that have been added to a file. 

Silverfin's new user interface relfects customer feedback

A more robust review process

To increase trust and transparency in the review workflow, we also made some important changes to avoid any changes to client files accidentally slipping through the net. Now, when a preparer makes an adjustment to an account or reconciliation that had already been signed off, they’ll get a warning pop-up to make the template unreviewed again. Managers will also see an audit log of any changes, highlighting what further review steps are needed.  

With our new search and filter options, managers or partners can skip straight to parts of the file they haven’t yet reviewed, instantly search by account name or number, or simply head straight for those templates with notes or to dos attached.

Easier period comparison

For reviewers, the side-by-side period comparison screen is something our customers told us they love. For example, if you’re working on a client’s corporation tax, having this year’s and last year’s computations next to each other on screen just makes the process easier.  We added a new toggle to switch this comparison view off and on, and the system now remembers the last period you compared against- saving a few seconds every time you come back to these reviews. 

You can also now review a template from within a template.  So, no more swapping backwards and forwards between review and working screens.  

See for yourself:

Customer-centric product development 

We’re excited to roll out these improvements to our software.  And extend a massive thanks to all our customers whose feedback helps shape our software – helping everyone in the Silverfin community work smarter!

Look out for more enhancements coming soon!

More Posts

cloud accounting solutions

Enhancing client relationships with digital solutions

Learn how cloud accounting solutions and digital tools help accounting firms build stronger client relationships and improve collaboration.
Read More
Businessman using tablet to transfer data on cloud computing, seamless data transfer and strong internet security, server based communication on social networks, servers and storage.

Choosing the best cloud‑based accounting software

UK accounting firms increasingly rely on cloud solutions to stay compliant, efficient and agile. Selecting the right software means balancing regulatory needs, such as Making ...
Read More
Excel can cause frustrations and create risks

Moving beyond Excel for working papers – an introduction

Bid farewell to the drudgery of manual data and spreadsheet management and say hello to intelligent digital templates. Learn more today.
Read More

Streamlining client management with digital solutions

Explore how client management software enhances efficiency, improves collaboration, and automates tasks for accountants.
Read More
MYOB Partnership

Silverfin announces partnership with MYOB to deliver cloud-first solution to accounting firms in new markets

Silverfin has announced a partnership with MYOB to deliver its cloud-first solution to ANZ accounting firms. Find out more here.
Read More
Cloud Accounting Adoption

Cloud accounting adoption challenges & solutions

Discover common challenges of adopting cloud accounting software and practical solutions to help you overcome them.
Read More
Statistics of business concept. Finance chart. Financial planning. Data analysis.

The future of accounting: AI, cloud, and automation

The pace of technological change in the accounting profession is accelerating. Firms that wish to remain competitive must embrace new tools that enhance accuracy, efficiency, ...
Read More

The call to adventure – Understanding the capacity challenges ahead

Knowing what you’re up against is crucial for success in any endeavour, whether you’re facing a complex challenge, embarking on a new venture or striving ...
Read More

Webinar takeaways: Best-of-breed vs. full suite technology for accounting firms

What's better for your firm - a best-of-breed approach or a full suite solution? This is what we explored in our recent webinar. Watch it ...
Read More
The best AI tools for accounting firm

What’s new and useful? The latest AI innovations and what to use them for

In this chapter from our recent AI whitepaper ‘Beyond the hype: the real benefits of AI for your accountancy firm’, we check our understanding of ...
Read More
Accountants discuss client's Corporation tax

Cloud-based solutions for tax compliance

With the UK accounting companies facing various challenges, including evolving regulatory demands, complex client portfolios, and growing expectations for efficiency, it’s not surprising that the ...
Read More
Businesswoman with turtle near stack of coins. Investment victory and success from patience, Slow but stable

The hidden cost of inefficiency in UK accounting firms

Accounting companies depend on precision, expertise, and trust to be successful, but even the most reputable firms undercut their performance due to one persistent issue: ...
Read More

Let’s Chat

Scroll to Top