Aero Workflow

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.