What is Rules Driven Workflow?
Learn more about how rules based workflow will allow your accounting firm to capture its unique business processes and stay ahead of the competition.
business logic
Is Your Tax Workflow Good or Good Enough?
A good tax workflow is easy to define: Collect all the data from your client needed to prepare the tax returns Take the client data along with the appropriate forms and worksheets and route to right team member(s) Prepare the returns Route the returns to the reviewer(s) Review the returns with your client and then …