Design Project Management for Client Deliverables
Your Design team creates professional visual assets for the firm, from client reports to complex data visualizations for audits. You need a system to manage all requests, ensure brand consistency, and maintain security. OneDesk organizes your high-stakes design workflow.
Trusted by Accounting & Audit Firm teams around the world
Stop Client Report Design from Being Disorganized
Accounting design involves creating sensitive, complex visuals for reports, pitch decks, and audit findings. OneDesk turns all internal requests into structured, trackable tickets. This ensures clear requirements and organized asset delivery. Focus on clear communication and compliance, not administrative chaos.
Simple Submission for Staff Creative Requests
Provide an internal submission portal for accountants and consultants to request creative work. Connect your project email to capture external communications. Set up SLAs to prioritize urgent requests for audit deadlines or client presentations. Custom views let designers see their specific client/project queue instantly. All client work is organized.
Plan Audit Visuals and Presentation Projects
Manage the design phase for a major audit report or a high-value tax advisory presentation as structured projects. Break the project down into design tasks: concept, data visualization, and final formatting. Assign tasks to specific designers. Use visual tracking to ensure designs meet critical client deadlines. Keep all client creative projects on schedule.
Automate Revision Cycles and Approval Workflows
Automatically assign new presentation requests to the specialist with the relevant subject matter expertise. Set up rules to move a task to 'Partner Review' once the designer uploads a proof. Send automatic reminders to the lead accountant for overdue final approval. Automation speeds up the creative production line and ensures quality control.
Quote for Design Services and Invoice Time
Generate professional quotes for any dedicated design services offered to clients (e.g., forensic accounting visuals). Log billable time spent on each asset for accurate client invoicing. Track non-billable internal time for firm branding or internal projects. Use this data to ensure design services are profitable.
AI Helps Design Triage and Content Summaries
Use the AI assistant to summarize long, technical audit findings from accountants into concise design requirements. It can help draft professional feedback to designers on a creative proof. AI can categorize incoming requests by practice area instantly. This reduces administrative overhead. Your team delivers accurate, brand-aligned assets faster.
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FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
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