Accounting Firm

Grow your practice and stand out from the competition with task management, centralized document management, and custom tags to help you increase service quality and deliver on time, every time!

A simple accounting firm management solution for the way you work

As a small or medium-sized accounting firm, you work more closely with your clients, gaining a better understanding of them and their businesses. Having a central, digital environment helps ensure your success, but you don't want the expense and hassles of complicated, legacy Accounting Practice Management Software. You want a simple, Cloud-based solution that gets you up and running quickly but is also adaptable and customizable to the way you run your accounting practice.

The GQueues Accounting Firm Solution provides the platform for you to take your small or medium-sized accounting practice into the modern environment of document, task, and workflow management; integrated email and calendar; and automated notifications. GQueues helps you get on top of everything from maintaining standard operating procedures and boilerplates to updating client and project records, to creating, assigning and managing your team's tasks!

Manage multiple clients and projects, grow your business and deliver on time

As an accounting professional, you know that instant access to all information on your clients is critical. Every day you are faced with the huge challenges of managing existing clients, tracking and developing new leads, finding specific documentation associated with tasks, and assigning and managing tasks for yourself and others in your practice. And you know that quick response times coupled with projects delivered on time and under budget boost both confidence and your reputation, resulting in those all-important referrals and repeat business.

Often small accounting firms patch together multiple, disparate, legacy systems and processes, which quickly becomes overwhelming. To build a successful and competitive business, you need to have the right system integrated from the start - and GQueues ensures that your system will grow with you.

Key Benefits

Stay focused on your clients while you expand your business

  1. Never miss another deadline - Follow all your firm's projects as you review individual task progress, assignments and due dates with both web and email notifications - you can even set alerts when comments are added to tasks by your teammates! GQueues gives you a complete view of tasks and critical dates in Google Calendar, so nothing falls through the cracks.
  2. Stand out in a crowded market - There are lots of great accounting firms out there, so make sure you stay on top of your competition. GQueues Accounting Firm Solution gives you a competitive edge that allows you quick access to client and project information, deadline tracking with notifications, collaborative task management with custom tagging, and Google Workspace integration.
  3. Control quality under pressure - Your team is under constant pressure while they juggle multiple projects for different clients. It's easy to drop a ball, or two - or three. Help ensure your team's success and the quality of your firm's deliverables with real-time project status and clear prioritization.
  1. Set up and launch quickly (and even go remote) - You don't need to be a technology expert to implement and use the GQueues Accounting Firm Solution - you only need to know your business. Easily modernize your accounting practice with GQueues' intuitive and customizable Cloud-based platform that includes mobile versions for iPhone and Android as well as integration with Google's suite of applications.
  2. View your whole firm's workload at a glance - GQueues provides an overall view of your organization's workload with centralized management so you can easily allocate resources, schedule and assign tasks, and monitor your firm's progress, from the highest levels down to the smallest subtask.
  3. Streamline communication and collaborate - Close communication gaps within your team using GQueues' collaboration features, including task comments complete with date and time stamps.

What's in the box?

  • Powerful integration with Gmail, Google Calendar and Drive gives you quick access to GQueues through your Google sign-on credentials. Once integrated with Google Workspace, you can create tasks in GQueues directly from any email in Gmail. You can also track tasks, subtasks and meetings in both GQueues and Google Calendar from either application with real-time, two-way syncing. In addition, GQueues includes a recurrence feature for a huge variety of repeating scenarios such as generating quarterly financials.
  • Preloaded, color-coded tags allow you to quickly categorize and assign priorities for work stage, type of accounting service and who referred your client. Customize your tag names and colors and add as many new tags as you want!
  • Built-in web and email alerts notify you in real-time when paperwork is completed, documents are modified, or filing dates are approaching.
  • Collaborative agendas eliminate the outdated and inefficient process of sending emails, texts or making phone calls to a meeting coordinator. With collaborative agendas, everyone can directly add to the list of items and see the updates in real-time! The meeting organizer simply prioritizes accordingly - avoiding the extra work of re-entering information in another system.
  • Flexible task management can be used for complicated tasks with multiple documents, assignments and due dates or simple but important checklists such as those for tax return workflows.
  • Smart Queues provide meaningful information on clients, projects, outside service providers, referrals and more. Custom-tailor your Smart Queues to meet your needs, ensuring your team is organized and working on top priorities first. For example, show all tasks due this week that require your clients' signatures.

Watch the video for a guided tour

See how you can assemble the Accounting Templates into a full business management solution with powerful features right out of the box.

We'll show you how to set up and start using your new GQueues solution in minutes!

We provide the foundation, you make it your own

The GQueues Accounting Firm Solution is an ideal foundation to build on so you can better manage your accounting practice with powerful tools such as task management, real-time notifications, and integration with Google Calendar, Gmail, and Google Drive.

Our intuitive, all-in-one, Cloud-based solution is a completely customizable foundation that removes communication headaches and mistakes, and modernizes old methods - allowing you to focus on your clients and stay on top of your competition.

Import and customize your GQueues Accounting Firm Solution today so your accounting team never misses a beat!

GQueues delivers to accounting firms

GQueues' business management solutions have been helping small and medium-size accounting firms gain a competitive edge and grow their businesses for almost a decade.

Learn how GQueues collaborative solutions enabled a small, four-person accounting practice to service 140 clients nationwide, increasing their deliverable quality and ensuring they never missed a deadline at Swimelar CPA, PC.

Michael Swimelar
Michael Swimelar
Founder
Swimelar CPA, PC
"As the owner of the firm, knowing that everything is tracked and remembered in GQueues is huge...we're able to deliver much higher quality service. We get all the projects done on time - I'm really happy with it."