Accountants: Track, Manage, Report

1. OCPs
2. Clients & Intake
3. Projects and deliverables
4. Publishing, forms and external sharing
5. Collaboration and knowledge sharing
6. Plan & Execute
7. Billing & Wrap-up
How Priority-Zero adapts to your workflow

Practical features for Accountants:

  • Set up clients or entities as projects, and add deliverables for reconciliations, periodic or ad hoc reporting, or year-end tasks.
  • Keep detailed working papers, notes, and references tied directly to each deliverable.
  • Attach spreadsheets, statements, and documents securely in your own OneDrive or Google Drive account. Everything stays organised in the right place, and you always keep full ownership.
  • Track deadlines for tax filings, statutory reporting, payroll cycles, and client meetings with reminders in your calendar.
  • Plan workloads, track progress, manage compliance tasks, and prepare client-ready reports in one system.
  • Set up meetings or reviews with clients, and keep agendas and outcomes attached to the right project.
  • Share financial reports, checklists, and instructions with clients through unique links without email overload.
  • Create custom forms for client intake, data requests, declarations, and feedback.

A straightforward way to keep client work under control, stay compliant, and deliver on time.

A Day in Accounting with Priority-Zero

  1. Start with The Plan in Action Stations showing scheduled work, meetings, and reminders for the day.
  2. Filter by client to view all their projects and review deliverables, such as reconciliations or reports.
  3. Bring up supporting files, working papers, and notes linked to the task.
  4. Work through deliverables, track time spent if billable, and update progress.
  5. Record outcomes, log adjustments, and mark off completed tasks immediately.
  6. Share reports or requests with the client using secure links tied to the project or deliverable.
  7. End the day with reports showing progress across clients, upcoming deadlines, and billed hours.

Frequently asked questions

Can I manage multiple clients at once?

Yes. Multiple projects can be created for each client or entity, with deliverables for reconciliations, reporting, and compliance tasks.

Is client data secure if I attach files?

Yes. All files are stored securely in your own OneDrive or Google Drive account. You keep full ownership and control.

Can I share financial reports with clients safely?

Yes. You can share reports, checklists, or instructions through unique links. Clients don’t need accounts to view them.

Does it help track compliance deadlines?

Yes. You can set reminders for tax filings, payroll cycles, or year-end reporting. These appear in your daily plan and calendar so deadlines are never missed.

Can I track billable hours per client?

Yes. Use timers to log time for each deliverable, compare it with estimates, and prepare invoices with confidence.

Can I gather client data efficiently?

Yes. Use custom forms to request information, declarations, or supporting data, and link responses directly to the client’s project.

Does it integrate with calendars and scheduling?

Yes. Add reminders to your calendar and set up client meetings directly from within the system.

Can I balance compliance and advisory work?

Yes. Use projects for both compliance tasks and advisory initiatives, keeping all deliverables structured and trackable.

Can I export or delete account data?

Yes. Account data can be exported or deleted at any time. Integrations are optional and can be disconnected whenever you choose.

Ready to Take Control of Your Work and Life?

Simplify project management, stay organised, and achieve your goals with Priority-Zero. Start today – no credit card required.

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