Accounting / Professional
An open-work summary for accounting firm managers
A few account managers oversee the whole client portfolio. This page explains how Phak AI brings open work per accountant, missing client documents, and this week's filing deadlines onto one page, with follow-up questions in plain Thai. It builds on the work board and the data your firm already has. It suits firms that want managers to see problems before the close.
- Work board per accountant
- Client document checklists
- Approved filing calendar
- Questions sent to managers
- Open work per accountantSee who handles which client and which tasks are still open
- Missing client documentsClients whose documents for this month are incomplete
- Deadlines this weekForms due and the clients involved, so managers can set priorities
Why accounting firm managers need open work on one page
In an accounting firm, a few managers review work across the whole portfolio. What they need to see is spread across task trackers, document checklists, the tax calendar, and chats where the team asks questions. By the time they know which client is at risk of missing the close, the deadline is usually near.
Phak AI brings this onto one work board. Managers open it each morning and ask follow-ups in plain Thai, such as which client is most at risk this week. Missing documents come from checklist matching, and deadlines come from the tax calendar your firm approves.
How the manager open-work summary works
Fits how your firm assigns work and the files it uses.
Put work on the board
Work per client per month sits on the work board, with an owner and a status.
Pull in document and deadline status
Show checklist status and this week's filing deadlines side by side.
Ask follow-ups in Thai
Managers can ask which accountant has the most open work, or which client is missing documents and close to a deadline.
Decide and assign
Managers set priorities and assign work themselves. The system does not assign work for them.
Example questions from account managers
What we measure
We agree on the measures at the start and track them with your firm's own data.
- Date the books are closed each month
- Number of missed filing deadlines
- Number of questions that reach an account manager
- Time managers spend gathering work status each week
Scope of the open-work summary
What Phak AI does
- Phak AI brings open work, missing documents, and deadlines onto one page
- Phak AI answers work status questions in plain Thai from your firm's data
- Phak AI shows how much the team uses the AI assistant through the Executive Dashboard
What it does not do
- It does not assign or direct work in place of managers
- It does not replace the task tracker or accounting software you use
- Does not send automatic daily summary reports
Frequently asked questions
How is this different from CEO Cockpit?
This page uses your firm's work board and data to summarize open work for account managers. CEO Cockpit is the wider view for executives across the organization.
Do we have to move all our work into a new system?
No. Start from the task trackers and checklists you already have, then move into the work board one team at a time, at your firm's pace.
Can every accountant see everything?
No. Access follows roles. Accountants see the clients they handle, managers see the overall picture, and every question is logged.
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