Freeze accepted engagement scope
Store the signed commercial basis, named outputs, client responsibilities, target dates and exclusions before delivery tasks are assigned.
Workflow blueprint
Accounting practice management software for guarded client work
An engagement-custody design that separates the commercial promise from client dependencies, professional review and the approved deliverable.
Organise firm work without presenting Codeblix as tax-preparation, e-filing, trust-accounting, professional-advice, client-portal or compliance software.
TL;DR — Organise firm work without presenting Codeblix as tax-preparation, e-filing, trust-accounting, professional-advice, client-portal or compliance software.
Request client material by access class
List every dependency, permitted recipient, due point and received version while sensitive financial records remain unavailable to general sales users.
Separate preparation from review
Give the preparer and reviewer distinct actions so comments, responses and approved output versions stay reconstructable.
Release and bill through different controls
Log the recipient and delivered version, then create a billing instruction that references scope and review rather than a generic completed task.
Page-specific decision aid
An engagement-request, client-evidence, review and release custody board
The board models a year-end accounts engagement with frozen scope, six client requests and two restricted records. It names the preparer and reviewer, retains a clarification, identifies the approved output version, records client release and sends a separate instruction into billing.
- ✓A sales opportunity stops owning work after engagement acceptance.
- ✓Task completion never substitutes for professional review.
- ✓Client release and invoice authority require different evidence.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Accepted scope and client evidence requests use different records
- ✓Restricted material follows need-to-know access
- ✓Reviewer challenge and approved release remain visible
- ✓Tax filing advice trust funds portal and assurance features excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow