All CollectionsAdministration toolsAdministration toolsWorkflow, correspondence, the Knowledge Centre and the registers that keep your practice running.7 articlesCorrespondence RegisterHow to log, track, and manage client correspondence — phone messages, calls, meetings, emails, SMS, and mail — in one place, plus bulk messaging campaigns.WorkflowHow to set up and use AccountKit Workflow — practice defaults, tasks, task templates with repeating schedules, reminders, the Daily Plan, and bulk updates.Important Items RegisterHow to track important physical items and documents held by your practice or borrowed by staff, including checking items in and out.Knowledge CentreBuild a central library of your practice’s systems and processes in the Knowledge Centre.Professional Development RegisterHow to track staff CPD/CPE training hours, record completed training, and export records for compliance.Business Name RegisterHow to track registered business names against a client, including renewal dates, ASIC key, and where business names appear throughout AccountKit.Workflow 101A video-based primer covering Workflow practice settings, views, task templates, repeating tasks, reminders, and the Daily Plan.
