Cross-team collaboration has always been a crucial element to any successful accounting firm, but collaboration has become especially important–and increasingly difficult–in the age of remote work. An accounting firm should be a well-oiled machine with an array of moving parts: your audit team, your tax specialists, your bookkeepers, and many more, who must all come together to achieve great results and drive success.
Ensuring that all of these teams can communicate with each other effectively and efficiently will lead to better decision-making, smoother onboarding, optimized processes, and greater team flexibility. As they say, teamwork makes the dream work!
But fostering effective cross-team collaboration can sometimes feel easier said than done. Luckily, there are plenty of steps you can take to improve your accounting team’s collaborative processes for greater success–especially with Levvy on your side. Below, we’ll break down five ways to do just that.
Scattered, outdated information isn’t just frustrating to deal with; your firm can suffer greatly due to miscommunication, difficulty onboarding new team members, and even poor service. Luckily, a well-organized knowledge-sharing system like Levvy solves these issues, ensuring consistency across departments, reducing confusion, and, most importantly, improving client satisfaction.
Levvy takes the difficulty out of onboarding new employees and maintaining great service by consolidating client contacts, engagement details, tools, software, and provided services in a centralized client profile. This way, all of the crucial knowledge about each client is in one easy spot, accessible to all team members.
Additionally, Levvy’s task modals make it easy to share important information with notes, instructions, resources, and files, providing team members with all of the tools they need to get the job done well. This makes for a more productive and efficient firm–and more satisfied customers!
Client Profile
Task Modal
A clear and efficient approval system is integral to cross-team collaboration in accounting firms. Slow approval workflows can create bottlenecks, delaying financial reports, tax filings, and client deliverables. And if tasks aren’t reviewed before they’re submitted to the client, you risk non-compliance and inaccurate data. By improving your process with a centralized platform, you eliminate miscommunication, ensure compliance, and keep projects moving efficiently without unnecessary back-and-forth.
Levvy makes this easier than ever by allowing you to mark tasks that require approval without the need for manual follow-up. Reviewers are automatically notified of tasks waiting for approval, and they’re able to leave review notes that remain visible to assignees when they return to each task, making repetitive mistakes a thing of the past and ensuring client satisfaction.
Require Approval in Task Details
Scattered conversations across emails, chat apps, and project management tools often cause important details to get lost, and team alignment suffers. That’s why it’s so important to centralize all of your cross-team communication in one platform, such as Levvy. This is sure to improve transparency, minimize misunderstandings, and make it easier to track progress on key tasks.
Levvy doesn’t just centralize your accounting firm’s cross-team communication; it also optimizes it with features like in-task commenting. Team members are able to leave notes for one another within each task, while real-time notifications and conversation history ensure seamless collaboration so no important information or feedback is lost.
In-Task Commenting within Task Modal
In the age of remote work, fostering a sense of community and collaboration among teams is more crucial than ever. One of the biggest challenges of remote work is the feeling of working in isolation, leading to missed opportunities for real-time teamwork. It’s important to get creative in your efforts to foster a collaborative atmosphere, even in a virtual environment. While igniting company culture with fun virtual activities (like video happy hours) is a great way to go, the right work management platform can also play a role.
Levvy’s glowing avatars, for example, provide visibility into who is working on what task at any given moment, making it easier to jump in, ask questions, and feel connected—even when working from different locations. In addition to the benefit of real-time visibility into current tasks and the elimination of unnecessary follow-ups, seeing team members actively engaged on the same tasks fosters a sense of teamwork and accountability, mirroring the energy of an in-office environment.
It may not be the same as actual water cooler conversations, but it offers its own unique advantages.
Glowing Avatars
It probably goes without saying that meetings are vital to any successful company–but it can be easy to forget about the importance of cross-team meetings. Without structured check-ins, teams can become siloed, leading to duplicated efforts and misaligned priorities. Regular meetings ensure that different departments stay in sync, share insights, and address potential roadblocks before they become major issues. These meetings also reinforce a culture of open communication, making it easier for employees to raise concerns, suggest improvements, and collaborate effectively.
Levvy makes scheduling, attending, and documenting meetings a breeze, thanks to a centralized virtual workspace. Not only are attendees automatically notified of invitations so they can stay on top of their schedule, but meeting notes are saved in one easily accessible place for all attendees, so important discussions are always on-hand for future reference. Additionally, meeting times are included in budgeted hours for accurate capacity estimates, and schedule visibility ensures that no team members are overloaded with meetings–so everyone has time to focus on all the important work at hand.
A great centralized virtual workspace can make all the difference in your accounting firm’s cross-team collaboration abilities. With maximum visibility on task progress, in-task communication, and all-around easier collaboration among all team members, Levvy ensures everyone is on the same page every step of the way. Your firm will be more connected than ever–and your clients will be equally satisfied.
Ready to tap into your team's full potential? Get started now, and start your journey with Levvy.
