Joony BubblyRequest a demoUse this framework to capture the right client context once, define who may see it and convert agreed services into visible work with owners, dates and review points.
List the entities, services, reporting periods, statutory dates, expected deliverables and primary contacts covered by the engagement. Separate information required to begin work from information that can follow later. This gives the onboarding team a clear definition of complete instead of an open-ended document request.
Capture the legal and working names, contacts, financial year end, service dates and firm-specific fields that will drive the work. Agree which system is authoritative, who can edit each field and how changes are approved. Avoid leaving the master record split across email, private spreadsheets and personal notes.
Map the engagement owner, preparers, reviewers and administrative support before documents are shared. Give each role only the client data and actions required for its work, while owners and authorised reviewers retain broader oversight. Review access when staff or responsibilities change.
Create annual, quarterly, monthly or one-off jobs from the services and dates already confirmed. Every job should have an owner, target date, status and next handoff. Work backwards from external deadlines to allow time for client information, preparation, internal review, corrections and final approval.
Before moving the client into normal delivery, check that required records are complete, access is correct, recurring jobs are visible and the first deadlines have owners. Record outstanding client information as tracked actions. Joony Bubbly can keep client profiles, custom fields, financial year ends, role-based access and recurring-work context together; the firm remains responsible for its engagement, compliance and approval procedures.
It should cover engagement scope, entities, contacts, financial year ends, required records, staff access, recurring jobs, owners, due dates, review steps and unresolved information.
Schedule far enough to protect time for client information, preparation, internal review, corrections and final approval. The exact lead time should reflect the service, deadline and capacity of the firm.
Yes. Role-based read and write controls can align staff access with their responsibilities, while owners and authorised reviewers retain wider oversight.
Tell us where records, deadlines or reviews become difficult today.