Corwen

The Corwen dashboard

Each client firm signs in at dashboard.corwenco.com to ask for a workflow, accept the quote, test each version and see what its workflows have run. This is an example firm with made-up data. Scroll inside the frame.

Example CPA GroupHomeMessagesBillingDocumentsHelen

Needs you3

Give Corwen send permission on the office mailboxEngagement letter chaserOpen the steps

Try version 3 with your staffExtension tracker setupOpen the latest version

Accept the quote: $3,000, two phasesQuarterly estimate remindersReview the quote

Projects4

Client document intakeIn progress

Now: Missing-item reminders, phase 2 of 3

Extension tracker setupTesting

Now: Version 3 is ready to try

Quarterly estimate remindersQuoted

Now: Waiting on your answer to the quote

Bank reconciliationIn use

Now: Running

Workflows this month

Workflow	Runs	Last run	Hours saved
Bank reconciliation	22	Today 6:02 AM	14.7
Extension tracker	5	Monday 7:00 AM	2.5
Client document intake	41	Today 9:18 AM	6.8

Hours saved is an estimate: runs this month times the minutes each run saves.

Helen · workflows you can add

Tax notice responseAccounting and tax

Reads an IRS or state notice, opens the case with its deadline, and drafts the response from your letter library.

Monthly financial packageAccounting and tax

When the close is done, pulls the statements, drafts the commentary and assembles the package for the accountant to review.

Shared inbox triageAccounting and tax

Sorts the office inbox into documents, questions, notices and billing, files each one, and drafts a reply for a person to send.