Audit & Tax Firms - Projects, Checklists, Client Requests

Planfix is flexible enough to mirror the way your firm already works. You can model engagements as tasks or objects, add custom fields for phases, risks, and industries, and store your methodology as templates and checklists. Status sets and transition rules control how work moves from planning to fieldwork, review, and sign-off. Planner and Project Totals then give you visibility into progress, hours, and margin. You keep the rigor of your existing programs, but remove the spreadsheets and email chains that slow teams down.

No. Clients can keep working from email while you gradually introduce the Client Dashboard. Each PBC request or question is a task with its own history. If a client replies to email, the response is attached to the same task thread automatically. When clients are ready, you can invite them to the dashboard so they see a clean list of open items and can upload files securely. Either way, your team works from one governed, audit-ready trail.

Yes. Many firms begin with a single team, office, or industry. A common first step is running one PBC list in Planfix while keeping the rest of the engagement in your existing tools. Once the team is comfortable, you can add checklists, status sets, and reports, then roll out templates to additional engagements. Because Planfix is no-code, you can adjust fields and workflows as you learn. There is no need for a big-bang cutover or long implementation project.

Planfix includes granular roles and permissions, audit logs, and strong data protection. You control which teams see which clients and engagements, down to tasks, comments, and files. All activity is logged, giving you a traceable history of changes and access. Two-factor authentication and password policies help protect accounts, and IP-based access controls can limit where users connect from. Combined with structured workflows and Client Dashboard access, this makes it easier to demonstrate governance to regulators and reviewers.