Demystifying Workflow – Roadmap to Firm Success

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Demystifying Workflow – Roadmap to Firm Success


Your guide to understanding workflow, why it’s critical to firm success, and next steps for implementation

The concept of workflow continues to mystify many in the accounting profession, and a definition that resonates with accounting, tax and finance professionals has yet to be developed. In the 2016 Accounting Firm Operations and Technology (AFOT) survey, workflow has yet again maintained a top spot as an ongoing business and technology challenge in 2016.

However, with workflow at the heart of efficient firm operations, it’s time for firms to move past the “challenges” and begin implementation of a powerful, productivity-enabling workflow solution. This guide provides a clear roadmap for getting started with workflow at your firm. Let’s demystify workflow – once and for all!