Document Automation and Generation

A recent trend in business process management involves generating, routing and automating documents. Automating document generation allows you to convert the existing types of documents your firm frequently uses into automated forms. When combined with business process management, automating document generation and routing can provide your firm with greater consistency, save a significant amount of… Read More


The End Of Tax Season Is Here!!!

With the end of tax season upon us, and extensions filed, it is safe to say that CPAs everywhere have earned a much needed vacation. However, before putting this year’s tax season behind you, take a moment to reflect on the following key questions: What went well and smoothly this season? What gave you the… Read More




CPA Firms’ Top Process Related Headaches!

In a recent survey, CPA firms were asked what process related headaches they would like to reduce or eliminate. Here’s what they said: Bottlenecks that slow things down (mentioned by 48 percent of respondents) Duplication of work (46 percent) Poor interaction between departments (39 percent) Difficulty locating needed documents (33 percent) Lack of business process… Read More