Workflows
Build a repeatable job once - a set of tasks, a naming convention, a download format - and run it across a whole client list in one go.
Build the sequence (step 1)
Add the tasks the job needs - for example About, Current Position and Tax Year Overview - then drag to reorder them and rename any task so the output reads the way your practice expects. The same sequence runs for every client you select.
Name the files (step 2)
Build a naming template from tokens such as {clientName}, {clientCode}, {taskName}, {taxYear} and {date}. For example "{clientName} - {taskName}" produces "Jane Smith - Tax Year Overview.pdf". A live preview shows real file names as you type, and if a token is empty for a client (say a missing client code) the surrounding separators are tidied up so you never get "Jane - - Overview".
Choose how it downloads (step 2)
Pick one combined zip for the whole run, or a separate zip per client. Per-client zips download as each client finishes, so a long run is not blocked until the end; clients with the same name are kept in separate folders automatically.
Pick clients, review and run (steps 3–4)
Select clients from your saved list or paste a column of UTRs. The review step summarises exactly what will run before anything starts. Progress is tracked per client and per task, so a slow or failed client is obvious and the rest of the run still completes.
Reuse it as a template
Save a workflow you run regularly - quarterly checks, year-end packs - as a template, then load it next time instead of rebuilding it. Loading a template and changing it updates that template rather than creating duplicates; rename or delete templates from the Templates dialog.
Per-run limits
Standard runs up to 3 clients per workflow; Professional is unlimited. Each task opens its own page, so a workflow is heavier than a bulk report - the lower cap keeps a multi-task run reliable. Split a longer list into back-to-back runs on Standard, or upgrade.
Try it on sample clients - no account needed
The interactive demo runs the full product end to end. When you're ready, the Free plan includes 10 tasks a month and takes a minute to set up.