Wednesday, September 6th, 2017

Workflow Software

“Only two things are infinite, the universe and human stupidity, and I’m not sure about the former.” – Albert Einstein

There are still many of you out there, working in CPA firms, without the advantage of workflow software.

Sad but true, I continually interact with CPA firms who are just “sort of” paperless. One of the tools that makes becoming truly a digital firm a reality is workflow software. From your desktop, you know who has what and how projects are flowing through your office.

Last week, Accounting Today featured an article: Software Survey: Workflow solutions in 2017.

Simply put, workflow for tax preparation means tracking all of the paths and operations involved in producing a return and invoice, and making certain all of the tasks are performed on time by concrete due dates.

Workflow software gives you peace of mind. It helps you be sure that no client falls through the cracks when it comes to due dates. Missing a due date is one of a CPA’s biggest worries!

I know, when my firm adopted GoFileRoom for document management many years ago, the most attractive feature was the workflow portion.

If you are one of those firms still without a workflow tool, be sure to read the article – it is full of great insights from various sources/vendors.

  • "When you forgive, you in no way change the past - but you sure do change the future."
  • Bernard Meltzer

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