Employee records
Keep employee documents, agreements, and review notes in the relevant employee record.
Sound familiar?
Keep people processes organized through peak workloads
Client deadlines and seasonal peaks can leave onboarding, review notes, and employee documents spread across inboxes and files.
Peak workloads
Keep leave, availability, and open HR actions clear when client deadlines intensify.
Onboarding
Give new employees assigned tasks, documents, and training from the start.
Employee meetings
Performance reviews and development conversations need clear notes and agreed actions.
What WorkVine brings together
Employee operations for accounting firms in one place
WorkVine connects onboarding, employee records, documents, performance reviews, training, and agreed actions.
From plans to action
How it works in accountancy
HR, partners, and managers work from structured employee records instead of separate files and email threads.
These product examples use our Kliniek Lindenvaert demo organization. They show how WorkVine works; your own teams, documents and processes shape your setup.
Give new colleagues a well-organized start
During busy periods, preparations for a new colleague can easily slip. Assign owners to onboarding tasks, documents and practical arrangements so the team knows what still needs doing.
Start with a reusable project containing the required tasks and documents. HR, the manager and other colleagues each have clear responsibilities, keeping preparations out of scattered email threads.
Explore onboarding with project tasksPerformance review cycles
Record goals, feedback, agreements, and next steps from each review.
Managers complete review questions, scores and supporting comments in Office, then share the appraisal with the employee. Employees can respond and acknowledge it, and both parties retain access.
Explore performance reviews and acknowledgmentDocuments
Keep employment documents, statements, and attachments with the relevant employee record.
HR requests a document and the employee uploads it through an action in the app. A designated reviewer checks the file in Office, and the result remains available in the employee record.
Explore document requests and checksSupport development between appraisals
Agree on practical development steps with each employee. A personal development plan keeps goals, milestones and feedback visible, even when the next appraisal is months away.
Employees and managers agree on goals and milestones. They discuss progress and share feedback in the chat attached to each milestone, keeping the next step and the support needed clear.
Explore shared development goalsRoles and teams
Who uses WorkVine
WorkVine supports HR, partners, managers, and employees at accounting firms.
HR
Maintains employee records, workflows, training, and open actions.
Partners and managers
Review performance conversations, development, and agreed actions.
Accountants and advisors
Access their assigned training, agreements, and personal actions.
Administrators
Configure roles, teams and access permissions.
Relevant modules
Explore the relevant WorkVine modules
These WorkVine modules support common employee workflows in accounting firms.
Employee records
Employee data, team context, documents, conversations and follow-up remain together.
View moduleHR Processes
Connect shared development goals, appraisals and your organization’s digital forms with clear follow-up.
View moduleTraining & Development
Onboarding, training, certificates and progress can be found by employee, team and role.
View moduleDocuments
Request documents, let employees upload them, and track checks and validity in their records.
View moduleFrequently asked questions
Frequently asked questions about Accounting
Is WorkVine a good fit for accounting firms?
WorkVine is suitable for organizations that no longer want to manage HR, planning, documents, training and follow-up across separate systems. It suits firms with client-facing teams, seasonal peaks, onboarding, and recurring development conversations.
Do we need to use every module from the start?
No. WorkVine can be configured for a specific industry, so teams only see and use what is relevant to their organization.
Does WorkVine also help with documents and evidence?
Yes. Documents, evidence, certificates and actions can be linked to employees and processes.
How quickly will we know if WorkVine is a fit?
In a short demo we show how WorkVine fits your roles, teams, processes and current way of working.
Can we manage appraisals and development separately?
Yes. Performance management covers appraisal questions, scores, supporting comments and acknowledgment. A personal development plan focuses on shared goals, milestones and feedback. Assessing performance does not have to be the same process as supporting growth.
Where work, people and growth come together
Explore WorkVine for your accounting firm
Schedule a demo to see how onboarding, employee records, reviews, documents, and development connect.