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Corganize for accounting firms

Your accounting firm shouldn’t depend on what a few experienced colleagues know.

In an accounting firm many tasks repeat, yet a lot depends on small details and on whether everyone does them the same way. How do you take on a new client? What internal steps do you follow to check incoming documents? Where does a new colleague find the firm’s own working methods? If the answers sit in old emails or in experienced colleagues’ heads, preparing new people and handing over work can take a lot of time.

In Corganize you can organise the firm’s internal guides, build your training and make shared knowledge easier to reach.

Try it for 5 days · £2.90See the features
Folder structureClient handlingNew client onboardingRequesting documentsMonth-end closeInternal checksTraining new staffOffice policiesDocumentNew client onboarding1Contract and client form2Request documents3Assign an ownerVersionsv4 · currentlast 30 versionsEBEmily Brown reviewed it

Stop answering the same questions all over again every month

Experienced colleagues often take internal checks, file naming or the way you communicate with clients for granted. To a new team member none of this is obvious. If the firm writes down its own processes, the next new starter no longer learns only from verbal explanations, and the team gets a consistent point of reference.

What you can use Corganize for

1

Internal accounting and client procedures

Put together guides on requesting documents, internal checks, preparing monthly tasks or taking on new clients. The Knowledge base is not accounting software: it’s a place to describe and share your own working methods.

2

Training new accountants and assistants

Build a training plan split into days from your existing guides. The new colleague gets to know how the firm works step by step, questions can help check understanding, and the manager can follow their progress.

3

Communicating changes to procedures

When an internal rule on checks or document handling changes, you can update the guide and send a statement to the people concerned. If needed, you can also ask them to confirm they have read the change. Corganize does not automatically monitor or interpret changes in legislation.

4

Keeping important company records separate

You can organise the firm’s own contracts, operating documents and other official records in separate company Records. You can limit access to the right people; your clients’ accounting and personal data should still be handled in the professional systems designed for that.

Example

A new accountant joins the team

In their first week the new colleague doesn’t get a messy folder and dozens of old emails. In Corganize they can reach the internal descriptions of client onboarding, requesting documents and the monthly checks, then work through the training steps assigned to them. The senior colleague can focus on the genuinely professional questions instead of explaining every recurring operational detail again.

All business types

Next step

Try it for 5 days for £2.90.

Get to know Corganize with your own company documents. Five days is enough to see how it fits your business.

Try it for 5 days · £2.90
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