Grip on your annual planning. Peace of mind regarding your staffing.

Plan capacity, track every step of the customer process, and adjust before peaks catch you off guard. All in one platform.

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Trusted by accountancy firms that have to deliver every day

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Copy your annual schedule with just a few clicks​

Accountancy firms often follow a similar yearly rhythm. Timewax makes it easy to roll over your schedule to the next year without starting from scratch.

Copy

Select what to copy

Determine for which date range and which departments, clients or engagements you want to copy the schedule to next year. 

Selection

Evaluate selection

Analyze what will be copied by grouping and sorting the data. Deselect data that you don't want to copy to next year.

System integrations & implementations

Auto-create new engagements

Optionally, when you copy the schedule to a new year, you automatically create new engagements.

Assign resources

Assign resources

Copy the same resources as last year and reschedule on the fly. Alternatively, copy without resources and assign them later.

Edit

Adjustments

Once you've copied the annual schedule, you make adjustments where necessary. Assign, move and delete engagements at will.

Track task progress at any time​

Accountancy assignments involve multiple people and steps. Define tasks, assign them, and ensure the right person is notified as soon as the baton can be passed.

Define tasks

Define tasks

For each engagement you set up the tasks and assign them to your audit team members.

Checking off

Checking off

Mark tasks as done by checking them off. There’s nothing more satisfying for accountants.  

Communicate

Communicate

Junior accountant finished reconciliation? We ping the lead accountant for quality control.

This ensures seamless handovers and minimizes downtime between steps in the financial reporting process.

Manage before the peak. Not after.

No disparate overviews. No last-minute surprises. One reliable overview of your entire organization.

Gain insight into capacity

Know exactly how much capacity you need and how much is available, broken down by team, position, and location. This way, you can see at a glance where there is availability, where workload is increasing, and where you need to make adjustments. No separate overviews, but one reliable overview of your entire organization.

Utilization
Open vs. planned

Proactive adjustments

Identify bottlenecks before they arise, distribute work proactively, and prevent last-minute surprises. You see early on where workload is increasing, allowing you to adjust course rather than react. This brings calm to the operation and confidence in your planning.

Capacity distribution

With flexible weekly scheduling, you can easily shift assignments using drag-and-drop. This way, you distribute the workload evenly across your team and maintain control over who does what, even when priorities change. No rigid schedules, but planning that adapts to reality.

Planning performance

Integrations for accountancy firms

Our planning software integrates seamlessly with typical systems that accountancy firms with. We hook up to the systems that you have and that saves time.

Read how teams gain more control in practice

Ready in two minutes

“If I schedule a project for a department, I'll be done in two minutes. I select the employees and simply drag them onto the project”

Martin Embregts

Planner Operations

Management is happy

"In just a few clicks, management can see the resource utilization at this moment, and generate projections for in the future."

Thibaut Vos

ERP Manager

Time gain for consultants

"Because the planning is taken over from Timewax, the correct project codes and hours are already in the time sheets. That saves a lot of time."

Rick van Son

Project Manager

Fully automatic

"Transferring the schedule to the employees' calendars is now fully automatic and that saves a lot of time and manual operations.” 

Olaf van der Sanden

Project team manager

More professional

“At a certain point spreadsheets don't cut it anymore. You have to make the switch to professional resource planning software, such as Timewax.”

Kendra van Zessen

Project Manager

Transparancy & efficiency

"The impact of Timewax is that business processes have become a lot more transparent and that they have been made more efficient.”

Leona van Duivenoorde

Planner

FAQ

Do you have any questions? We’re happy to help.

Yes, you can easily copy schedules to a new period or fiscal year, including recurring tasks such as annual accounts and tax returns.

Yes, next to planning bookings, you can create tasks and assign them to employees.

Yes, Timewax provides real-time and forecast workload and utilization, so you can quickly identify busy periods.

Yes, you can schedule hours at a weekly level, which makes it possible to quickly establish the expected workload. Additionally, it is very easy to adjust this schedule.

Yes. You can capture skills and use them for planning. This way, you assign employees with the right skills to the right projects. We will alert you when skills are expiring.

Yes, you can very easily view the schedules of other teams. You can quickly filter employees by skills and availability.

Yes, you can analyze utilization at the job level, such as assistant accountant, senior accountant, or partner.

Yes, you gain insight into planned revenue and budgets per client, project and period.

Yes, the schedule is centrally available and easy to share within your organization. It can be shared via email, but also through the connection with employees’ calendars.

Yes, employees can register the actual worked hours quickly and easily. They simply copy the schedule and make adjustments where necessary.

Success stories

Organizations choose Timewax to schedule faster, improve forecasting and deliver more profitably. Read how customers get a hold on capacity and project performance.

Traditional resource planning no longer works

Download this free white paper on how things should be done differently.

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