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Workflow Use Case for Accounting

The average person spends three hours a day on email. As an accountant, however, this amount skyrockets due to the heavy communication between accountant and client. Collavate provides cutting-edge tools that streamline these interactions and ultimately improve scalability for the firm. Budget Management Managing the budget for your firm? Collavate provides templates and a workflow …

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[Feature Updates] Reminder to Reviewers in the Approval Process; Main Screen Visibility Change

Collavate has always strived to be the solution to get your work done faster and more effectively. However, we had many requests for a reminder feature, so that users can send reminders to reviewers with the touch of a button. We are happy to announce the release of our new reminder feature where you can …

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