Recruit and manage accounting professionals with our software

Your accounting firm takes care of important financial engagements for its clients. You need to be able to trust that you are hiring and developing the best possible people to handle their engagements. Our platform enables you to nurture and grow your professional talent to their maximum potential.

Text bubble overlay reading "Performance Feedback on Projects & Client Work", "New hire integration", "Unleash the potential of your people", and "& much more.."

500+ of the world’s leading professional services firms trust us

Firms around the world choose us for their most complex talent management needs

The smart talent management solutions that set
your accounting firm up for success

Staff every project with the right team

Strategically assign your accountants to client engagements and provide real-time feedback throughout their work.

Give everyone the right workload

Track and balance your accountants’ workload and your firm’s utilization rate, especially during remote work.

Take performance management to the next level

Ensure client satisfaction by providing your accountants with real-time feedback on engagements and projects, as well as annual performance management.

Fill roles quickly & effectively

Recruit the best candidates for any position, save money on search firm fees, and build a diverse team of accountants.

Fully integrate new hires into your firm

Keep your people satisfied and reduce attrition through comprehensive employee integration, employee engagement, and skills development.

Develop a diverse, adaptable workforce

Achieve diversity goals and develop well-rounded teams who can effectively manage any client engagement.

An end-to-end software solution for managing your professionals

Empower your talent management and professional development teams with our connected software suite. Solve your biggest problem with one of our specialty products, or use them all in a seamless platform that will fully manage your people, from their early career all the way to retirement.

School recruiting, lateral hiring & more

Attract the top student talent and accounting talent

Our applicant tracking system (ATS) helps you build a fully branded application experience for hiring accountants and other staff. It’s easy for applicants to use and easy for you to filter applicants based on skills and diversity data. Staff your internship programs with top students and grads from accounting and other business programs. Save money on recruiting firm fees and make smart decisions in hiring lateral accountants and executives. Organize scheduling for as many interviews as you need. Easily manage communication with all your candidates. Use our reporting system to analyze data, guide hiring choices, and meet your diversity targets.

Learn More

Get your professionals set up for success

Give new hires support and access to your company culture

Once you’ve hired an accountant, you need to welcome and engage them with a comprehensive integration. Whether they are remote or in the office, give them a timeline of activities, including key introductions, meetings, and tasks they need to accomplish. Their plan will suit their job and career level, ensuring mentorship and support to help them get up to speed with how your firm works. Use our feedback system to confirm that your hires are happy and that your integration teams are happy with your hires. Track progress with an organization-wide dashboard and alerts when someone falls behind schedule.

Learn More

The right workload for every accountant

Anticipate work needs and identify who is available

Take the guesswork out of deciding who to assign to an engagement. Know what needs to be done, which professionals are available to take it on, and then make strategic staffing choices. Our software collates everyone’s schedules for easy analysis. Set your own color-coding and immediately see who is the most and least available, and who could use more billable hours. Use this system to help assign the right team to every engagement, drive productivity in each person, and manage remote work situations.

Learn More

Internship programs and work assignments

Simplify assigning work and managing accountant workloads

Our resource allocation software is perfect for any situation where accounting firms need to hand out work and manage workloads. For their full-time professionals, they can hand out client work to the most available and capable people, making sure to delegate opportunities equitably. When their interns require short-term assignments that will contribute to client work, the firm can easily distribute them, evaluate them, and decide who to hire back.

Learn More

Annual evaluations, career plans & more

Run annual evaluations that will help each person grow

Accounting evaluations need to assess your people on any contributions they make to your firm and its client engagements. Say you have a junior accountant — our software will identify all the engagements they’ve worked on in a year and who should be evaluating them on each contribution. Manage many-to-many feedback and as many types of annual evaluations you like, such as self-assessments or goal planning. Review each professional’s performance and year-over-year progress with our analytics and reporting.

Learn More

Feedback on each engagement & client

Support your people with continuous feedback on their work

Accounting firms have unique needs for feedback. For example, your interns need feedback during their limited time with your firm, as they shadow and support your people on client engagements. And your senior accountants can request feedback on their client work when they get stuck or face unexpected challenges. Our system ensures that no work is left unassessed, and that you know how your staff, supervisors, and clients are feeling about the work performed. Set up feedback checkpoints that will trigger at specific points of each engagement. Support annual evaluations with a year-round record of an individual’s feedback on client work.

Learn More

Classes, webinars, e-learning & resources

Give your professionals an internal learning infrastructure

Our learning management system (LMS) is made to help your accountants and other professionals continue learning throughout their career. Create structured learning paths for different roles, departments, and career levels. Plan in-person and remote courses and events, with full Outlook calendar integration. Give each person a personal homepage and resources they can access from anywhere. They can search for courses, register with one click, and track their progress on their path. Add your region’s Continuing Professional Development (CPD) rules to our credit tracking engine, or create your own credit system and an internal university for your firm.

Learn More

Skills tracking, firm competencies, career planning

Identify and fill individual and firm-wide skills gaps

Skills tracking can develop individual skills and fill gaps at your firm. Use our software to create progressive skills requirements for your departments and overall organization practice areas. You and your professionals can track their progress as they gain experience. You can also review the overall firm skills, getting a clear view of what your organization can do and what gaps should be filled. Assign work or make hiring decisions to fill skills gaps. Develop well-rounded people who can progress from summer intern to partner. Assign teams to client work based on the skills needed.

Learn More

Attract the top student talent and accounting talent

Our applicant tracking system (ATS) helps you build a fully branded application experience for hiring accountants and other staff. It’s easy for applicants to use and easy for you to filter applicants based on skills and diversity data. Staff your internship programs with top students and grads from accounting and other business programs. Save money on recruiting firm fees and make smart decisions in hiring lateral accountants and executives. Organize scheduling for as many interviews as you need. Easily manage communication with all your candidates. Use our reporting system to analyze data, guide hiring choices, and meet your diversity targets.

Learn More

Give new hires support and access to your company culture

Once you’ve hired an accountant, you need to welcome and engage them with a comprehensive integration. Whether they are remote or in the office, give them a timeline of activities, including key introductions, meetings, and tasks they need to accomplish. Their plan will suit their job and career level, ensuring mentorship and support to help them get up to speed with how your firm works. Use our feedback system to confirm that your hires are happy and that your integration teams are happy with your hires. Track progress with an organization-wide dashboard and alerts when someone falls behind schedule.

Learn More

Anticipate work needs and identify who is available

Take the guesswork out of deciding who to assign to an engagement. Know what needs to be done, which professionals are available to take it on, and then make strategic staffing choices. Our software collates everyone’s schedules for easy analysis. Set your own color-coding and immediately see who is the most and least available, and who could use more billable hours. Use this system to help assign the right team to every engagement, drive productivity in each person, and manage remote work situations.

Learn More

Simplify assigning work and managing accountant workloads

Our resource allocation software is perfect for any situation where accounting firms need to hand out work and manage workloads. For their full-time professionals, they can hand out client work to the most available and capable people, making sure to delegate opportunities equitably. When their interns require short-term assignments that will contribute to client work, the firm can easily distribute them, evaluate them, and decide who to hire back.

Learn More

Run annual evaluations that will help each person grow

Accounting evaluations need to assess your people on any contributions they make to your firm and its client engagements. Say you have a junior accountant — our software will identify all the engagements they’ve worked on in a year and who should be evaluating them on each contribution. Manage many-to-many feedback and as many types of annual evaluations you like, such as self-assessments or goal planning. Review each professional’s performance and year-over-year progress with our analytics and reporting.

Learn More

Support your people with continuous feedback on their work

Accounting firms have unique needs for feedback. For example, your interns need feedback during their limited time with your firm, as they shadow and support your people on client engagements. And your senior accountants can request feedback on their client work when they get stuck or face unexpected challenges. Our system ensures that no work is left unassessed, and that you know how your staff, supervisors, and clients are feeling about the work performed. Set up feedback checkpoints that will trigger at specific points of each engagement. Support annual evaluations with a year-round record of an individual’s feedback on client work.

Learn More

Give your professionals an internal learning infrastructure

Our learning management system (LMS) is made to help your accountants and other professionals continue learning throughout their career. Create structured learning paths for different roles, departments, and career levels. Plan in-person and remote courses and events, with full Outlook calendar integration. Give each person a personal homepage and resources they can access from anywhere. They can search for courses, register with one click, and track their progress on their path. Add your region’s Continuing Professional Development (CPD) rules to our credit tracking engine, or create your own credit system and an internal university for your firm.

Learn More

Identify and fill individual and firm-wide skills gaps

Skills tracking can develop individual skills and fill gaps at your firm. Use our software to create progressive skills requirements for your departments and overall organization practice areas. You and your professionals can track their progress as they gain experience. You can also review the overall firm skills, getting a clear view of what your organization can do and what gaps should be filled. Assign work or make hiring decisions to fill skills gaps. Develop well-rounded people who can progress from summer intern to partner. Assign teams to client work based on the skills needed.

Learn More

Everything your accounting firm needs to manage and develop talent

Frequently asked questions

What if we already have an HR system? Why do we still need vi by Aderant?

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We integrate with our clients’ HR systems and focus on managing strategic talent.

Do we need to buy the whole platform?

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Many of our clients implement one of our pinpoint solutions to solve a specific problem, and adopt other products later as they roll out the platform.

Is this platform only for accountants or can it be used for other staff too?

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This platform can be used for all of your accounting firm staff.