You can also see which tasks were undone. It’s possible to see which tasks were completed and how long they took. There might be people on your staff that take a long time to move through the review process or to handle tax returns. You may find that you’re always waiting on clients to get back to you. Since you have your projects listed in one platform, you can objectively see where there are issues in the workflow. You can see what forms are required, where the bottlenecks are in a project, and who owns the client management problems. Workflow management software centralizes all of your client project information into one dashboard. Why You Need Accounting Workflow Management Software Keep reading to learn what it is, why your firm needs it, and how to find the best workflow management solution. How can you make sure that you do your best for clients? Use workflow management software. If you are like the68% of accounting firms that are seeking new clients, you have to make a good impression to keep those clients happy and loyal to your firm. It’s the middle of tax season and there are so many changes this year, you may have a hard time keeping track of all of your clients.
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