Manage Jobs with
Precision
From assignment to completion, CPAnywhere gives you complete control over every job. Define procedures, track progress, and ensure nothing falls through the cracks.
Why Job Management Matters
Managing multiple job assignments across different staff and clients is complex. Without proper systems, deadlines slip, work duplicates, and clients don’t get billed.
Time-Consuming
Manual job tracking wastes hours every week
Error-Prone
Missed deadlines and incomplete work procedures
Revenue Loss
Forgotten disbursements mean unpaid invoices
The CPAnywhere Solution
CPAnywhere automates job assignment management with three core capabilities: predefined work procedures tailored to your service types, comprehensive document management with file tracing, and integrated disbursement tracking that ensures every expense gets billed.
Automated job creation and assignment
Real-time progress tracking
Built-in audit trails and compliance
THREE PILLARS
What Makes Great Job Management
Predefined Work Procedures
Customize procedures for each service type—audit programs for financial exams, work procedures for others. Ensure consistency and quality.
Document Management
Secure online storage for permanent files, working files, and client documents. File tracing shows exactly where each document is located.
Disbursement Tracking
Record all expenses and ensure they're billed. Automatic billing cycle or individual invoicing—never lose a disbursement again.
WORKFLOW
Job Assignment in Circular
Smart Document Management
Keep all client documents organized and accessible. From permanent files to working documents, everything is stored securely in the cloud with full audit trails.
Permanent file storage for compliance records
Working file management for active projects
File tracing to track document movements
Cloud access from anywhere, anytime
File Tracing Audit Trail
Created
Viewed
Edited
Approved
One View Worth a Thousand Words
Job Assignment Control Sheet
Print a comprehensive control sheet to see every detail about a job’s billing and settlement in one view.
01
Automatically Generated Job ID
Composition: Client ID + Service Division + Billing Code + Deadline. Easy sorting and quick filtering by service type and deadline.
02
Time Code with Task Instructions
Billing Code + Work Procedure. Guides auditors on exactly what needs to be done, from client meetings to bank confirmations.
03
Better Control with Job Status
Track progress through defined stages: Pending → Work-in-Progress → Signing → Final Check → Send to Authorities.
Empowering Hong Kong professionals with trusted compliance software since 1990.
- plinfo@plsoft.com
- Phone
- (852) 2521-3110
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