Used by over 800 tax and accountancy firms worldwide to improve the speed, accuracy and profitability of compliance the technology at Silverfin is constantly evolving. Inspired by feedback from our clients, conversations with leaders in the accountancy sector and our own innovation goals, we are regularly delivering updates. Here are just a few that we’ve delivered in recent months.
Checking the workflow status across your client files arrives with the ability to add, change and view the workflow status of your client files with our Insights module*. With this new improvement, you also have the option to search for a specific status of workflows, or check all client files up to or from a specific status.
Using this new workflow status feature in combination with the client files you’re following gives you an overview of the status of everything that’s relevant to you. Helping to avoid bottlenecks and making the process of reallocating work to different centres or departments easier, which keeps you ahead of deadlines.
Staying with workflow status, you can now automatically update other systems you’re using with the status of your Silverfin workflows. For example, if you already use a separate tool where you set the status per deliverable (Corporate Tax, VAT, Annual Accounts, etc.) and only some of those deliverables are done in Silverfin, using our workflows you can use the new API to update the deliverable status in your separate tool as well from your Silverfin interface.
Finally, our recent update for period-specific documents improves the way documents are handled in Silverfin. It’s now easier to see where a document has been attached and to which period. We’ve also made it simpler to attach a document to multiple places at once. Read more details here.
*Contact your Customer Success Manager if you’d like more information.