Client task tracking for accounting firms, with a status link instead of “did you get to it?” calls
A monthly close checklist, filings and client document requests all have a client and a date. TengiFlow keeps one list per client with an owner and a due date on every task, and a public link the client can open to see what is done and what is still open.
What usually goes wrong
Deadlines live in a spreadsheet and in someone’s head
When the person who knows the calendar is out, nobody else can see what is due this week for which client.
Chasing clients for documents leaves no trail
A request sent by email or chat is easy to lose. A month later, nobody remembers who was asked for what.
Clients keep asking where things stand
Every “did you file it?” interrupts the work it asks about. The client should be able to look for themselves.
How it works in TengiFlow
- 1
One list per client
Describe the recurring work in a sentence, such as a monthly close, and the AI builds the list. Reuse the same shape for the next client.
- 2
An owner and a due date on every task
The team sees what is late and what is due this week, and gets notified when something changes.
- 3
Give the client a link
The public link shows progress without an account. Fewer status calls, and a record of what was done.
What a monthly close looks like
A client list with one owner and one date per task. This is what you would get from “March close: bank statements, reconciliation, filing and a summary for the client”.
Client: Silva Ltd., March close
- Collect bank statements
- Reconcile accounts
- Prepare the monthly filing
- Send the summary to the client
About TengiFlow for accounting firms
Is this accounting software?
No. TengiFlow organizes the work of your firm: who does what and by when. It does not do bookkeeping, tax calculation or filings.
Does the client need an account to see progress?
No. They open a public link. Only your team needs accounts.
How much does it cost?
One price for the whole workspace, not per person. It is free during the beta, with no credit card.
Other teams:For agenciesFor small business
Describe this month’s close. The list comes ready.
Write one sentence about the work for a client, set owners and dates, and send the link. That is the whole setup.
Join the free betaFree during the beta. No credit card.