Glide

Glide is a software solution designed by Glide Practice Solutions Ltd to automate and streamline communication processes within accounting and bookkeeping practices. According to the vendor, Glide caters to small to medium-sized accounting and bookkeeping practices, as well as professionals in accounting firms, bookkeeping practices, tax professionals, financial advisors, and business consultants. The software aims to enhance workflow management, facilitate effective communication, optimize staff scheduling, track time and fees, integrate with third-party applications, and provide support services.

Key Features

Workflow Management: According to the vendor, Glide provides complete visibility at various levels, allowing users to reflect their staff structure for enhanced visibility and accountability. The software offers flow diagrams for controlled job progression, aiming to provide accuracy and detail in workflow stages.

E-mail / SMS Communication: Glide allows for the automation of routine email and SMS communications, as stated by the vendor. Users can generate automated alerts relative to key dates and trigger messages based on job progress. The software also supports merge fields and dynamic hyperlinks in message templates.

Staff Scheduler: According to the vendor, Glide offers a user-friendly drag and drop interface for visual staff allocations. Users can lock allocations to avoid conflicts and disappointments, identify bottlenecks and idle time, and view staff schedules in multiple formats such as annual, monthly, weekly, and daily.

Time & Fees: Glide provides comprehensive timesheets, work in progress (WIP) tracking, and billing capabilities in the cloud, according to the vendor. Users can monitor recovery rates by client, job, team member, and more. The software supports multiple charge rates per team member, client, service, and office, and offers a bulk entry timesheet system for quick recording of tasks.

Third-party Integrations: Glide seamlessly integrates with various applications to enhance functionality, as stated by the vendor. It enables automatic Xero invoice generation, secure document storage, e-signing, and client portals through MyDocSafe integration. The software also integrates with Zapier, allowing users to connect with over 2,000 web services. Additionally, Glide integrates with CCH Connector and Digita Professional Suite.

Services: Glide offers comprehensive services to support users throughout their journey, according to the vendor. This includes onboarding, where the software is configured and set up according to individual needs. Training is provided online or at the client's premises to ensure users can effectively utilize the software's capabilities. Glide also provides support through a ticket system, telephone, and video calls.

News: Users can stay up to date with general news and updates about Glide, as announced by the vendor. The software regularly announces new features and capabilities, keeping users informed about the latest enhancements. Additionally, Glide provides information about upcoming events and webinars, offering opportunities for users to learn more about the product and its features.

Webinars: Glide hosts webinars covering various topics related to the software, according to the vendor. These webinars serve as learning opportunities for users to gain in-depth knowledge about Glide and its features.