Smart planning solutions for accountancy firms

Gain control over your annual schedule, track every step in the engagement process, and get clear insights into your capacity peaks – all in one planning tool.

Copy your annual schedule with just a few clicks

Accountancy firms often follow a similar yearly rhythm. Timewax makes it easy to roll over your schedule to the next year without starting from scratch.

Select what to copy

Determine for which date range and which departments, clients or engagements you want to copy the schedule to next year.

Evaluate selection

Analyze what will be copied by grouping and sorting the data. Deselect data that you don't want to copy to next year.

Auto-create new engagements

Optionally, when you copy the schedule to a new year, you automatically create new engagements (e.g. Financial statement 2027).

Assign resources

Copy the same resources as last year and reschedule on the fly. Alternatively, copy without resources and assign them later.

Adjustments

Once you've copied the annual schedule, you make adjustments where necessary. Assign, move and delete engagements at will.

This gives you full control and flexibility to roll forward your entire schedule.

Track task progress

Accounting engagements often involve multiple sequential tasks and several professionals. In Timewax, you not only schedule resource capacity, but also define the specific tasks that need to be completed.

Define tasks

For each engagement you set up the tasks and assign them to your audit team members.

Checking off

Mark tasks as done by checking them off. There’s nothing more satisfying for accountants.

Communicate

Junior accountant finished reconciliation? We ping the senior accountant for quality control.

This ensures seamless handovers and minimizes downtime between steps in the financial reporting process.

Gain insight into peaks and smooth out the workload

Even with a well-prepared annual schedule, accountancy firms often face pressure during peak periods—especially around year-end reporting. Timewax helps you stay ahead by providing clear insight.

Spot peaks

Clear insight into required versus available capacity across teams, positions and offices.

Reallocate proactively

Anticipate bottlenecks, reallocate work proactively, and avoid last-minute surprises.

Workload distribution

With flexible week-level scheduling, you easily shift engagements, giving you more control over workload distribution.

This gives you more control over workload distribution and helps you manage client expectations with confidence.

Integrations for accountants

Our planning software integrates seamlessly with typical systems that accountancy firms with. We hook up to the systems that you have and that saves time.

See all integrations here.