Workflow Automation
Uncover hidden bottlenecks and streamline your firm with conditional if/then task automation and templated project workflows.
Automate your accounting workflows
Eliminate manual data entry and task assignment. Rezlance lets you build conditional rules that move work forward automatically, so your team can focus on billable hours.
Conditional If/Then Rules
Create smart workflows that adapt. If a tax return is over $500k, automatically assign it to a senior partner for review.
Task Templates
Standardize your firm's processes. Use pre-built templates for 1040s, monthly bookkeeping, and payroll processing.
Automated Client Requests
When a workflow reaches the "Information Needed" stage, Rezlance automatically emails the client a secure upload link.
And more...
- Visual Kanban boards for clear task tracking
- Recurring project schedules
- Time tracking integration
- Bottleneck identification alerts
Keep work moving forward
Stop wondering who is doing what. When one team member finishes their part of a project, the next person in line is automatically notified with all the context they need.
Build custom task pipelines for every service you offer.
Auto-assign work when tasks move between stages.
Spot bottlenecks in real-time before deadlines are missed.
Why CPAs rely on our Automation
Scaling a firm requires standardization. Rezlance enforces your best practices automatically, ensuring nothing falls through the cracks even during the busiest tax seasons.
Whether you're an admin, bookkeeper, or CPA, Rezlance's intuitive interface makes practice management accessible. Start with simple task boards and progress to complex conditional automations at your own pace.
Harness the full power of a centralized practice management toolset. From automated client follow-ups to custom data retention, Rezlance scales with your firm while maintaining exceptional security and compliance.
Keep your existing communication flow while adding powerful automation capabilities. Rezlance works where you do, transforming your firm into a modern, tech-forward business.
Transform your practice today.
Get started with Rezlance.
Begin your free trial and discover how Rezlance's powerful practice management software can transform your accounting firm.
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