When most firms began implementing workflow applications, they only considered tracking
basic service areas. As firms have seen the benefits of workflow and have evolved to offer
more services, they are looking to move beyond simply tracking workflow to manage
processes across more areas of their firm, such as:
- Miscellaneous tax filings such as sales tax and payroll tax
- Estimated taxes
- Consulting engagements
- Bankruptcy engagements
- Litigation support
- Client acceptance and on-boarding
As firms do more value-added work, they’re realizing these projects need to be tracked and
controlled in the same way that traditional tax and audit services are. They want to manage
every project, even if it’s just high-level milestones. Read more in our 2019 Guide….