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.
500+ of the world’s leading professional services firms trust us
Firms around the world choose us for their most complex talent management needs
Managing your accounting firm’s talent can create major benefits for your organization
With our software platform, our clients have:
Increased the firm’s revenue year-over-year
and improved client relationships by strategically assigning teams & managing performance
Satisfied professionals & reduced attrition
through strategic integration, effective engagement, and continuous development
Prioritized diversity goals & developed well-rounded teams
who can effectively manage their most valuable engagements
Monitored & improved their professionals’ productivity
and their firm’s utilization rate, including during remote work
Ensured client satisfaction by providing their people with real-time feedback
on engagements and annual performance management
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.
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.
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 introduction, 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.
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.
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 day-to-day record of an individual’s feedback on client work.
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.
One centralized system for distributing assignments
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. Their internship program will have a number of interns who need short-term assignments that will contribute to client work, and the firm needs to evaluate them and decide who to hire back.
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.
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.
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.
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 introduction, 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.
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.
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 day-to-day record of an individual’s feedback on client work.
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.
One centralized system for distributing assignments
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. Their internship program will have a number of interns who need short-term assignments that will contribute to client work, and the firm needs to evaluate them and decide who to hire back.
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.
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.
We help accounting firms manage their talent
Frequently asked questions
What if we already have an HR system? Why do we still need viGlobal?
We integrate with our clients’ HR systems and focus on managing strategic talent.
Do we need to buy the whole platform?
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?
This platform can be used for all of your accounting firm staff.