Aero Workflow is a cloud-based workflow management tool designed for CPA firms. It tracks assignments, manages deadlines, and standardizes recurring work processes through customizable templates.
Firms use it to create repeatable workflows for common engagements — tax returns, bookkeeping cycles, payroll processing — and assign tasks to team members with due dates and dependencies. The dashboard gives a clear view of all active work items and team responsibilities, which is particularly useful during busy season when volume increases and oversight becomes harder.
The tool focuses specifically on workflow and task management rather than trying to be an all-in-one practice management suite. It integrates with other tools firms may already use for time tracking, billing, or client communication. Best suited for bookkeeping firms, CAS firms, or bookkeeping and CAS departments within larger accounting practices — including those that also offer annual tax services but where compliance work is not the primary focus.
Pricing
Flat-fee pricing per firm (not per user), annual billing:
- Startup (1–5 users): $108/month ($135 monthly)
- Growth (6–25 users): $200/month ($250 monthly)
- Scaling (26–50 users): $295/month ($365 monthly)
- Enterprise (50+ users): Custom pricing
All plans include unlimited customers, tasks, templates, contacts, 150+ checklist templates, 20+ reports, and API access. Also available in AUD, CAD, and GBP. 30-day free trial, no credit card required.
Reviews
- G2: 4.7/5 (3 reviews)
- Capterra: 4.0/5 (16 reviews)
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | No |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | No |
| Automations | No |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | No |
| Custom fields | No |
| Tags | Yes |
| Notes | Yes |
| Leads | Yes |
| CRM sync (QBO) | Yes (two-way) |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|
| Client portal | No |
| Client tasks/requests | No |
| File uploads | No |
| Secure messaging | No |
| Scheduling | No |
| E-signatures | No |
| White label/custom branding | No |
Email
| Feature | Supported |
|---|
| Outlook integration | Yes |
| Gmail integration | No |
| Shared inboxes | No |
| Email-to-task | Yes |
| Email templates | Yes |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | No |
| Fixed fee & hourly billing | No |
| Recurring billing | No |
| Online payments | No |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | No |
| QBO invoice sync | No |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|
| Document storage | No |
| Folders | No |
| Folder templates | No |
| File sharing with clients | No |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | No |
| Capacity/workload | Yes |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | Yes |
| Xero | No |
| Outlook | Yes |
| Gmail | No |
| Zapier | Yes |
| Make | No |
| API | Yes |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | Yes |
| SSO | No |
| SOC 2 | No |
| Client access controls | No |
AI Features
| Feature | Supported |
|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | No |
| Email support | Yes |
| Phone support | Yes (scheduled) |
| Dedicated rep | Yes |
| Onshore support | Yes |
| Free onboarding | Yes (assisted) |
| Paid onboarding packages | Yes |
| Knowledge base/docs | Yes |