Workflows exist in every business — including accounting firms. Some are tremendously complex and intertwined, while others are simple and direct. For most firms and their clients, there are workflows ...

New software offers more than just a calendar and a to-do list. Clearly, one of the hottest topics among financial advisors this year appears to be workflow-and how to get a handle on it.

No matter how technologically advanced your processes may be, your company’s ability to produce is only as good as its workflow processes. Without good workflow procedures—and supporting technology to ...

No matter how technologically advanced your processes may be, your company’s ability to produce is only as good as its workflow processes. Without good workflow procedures—and supporting technology to ...

Automation can make many business processes faster and simpler, but implementing it is a detailed process with essential steps that shouldn’t be skipped. In addition to carefully reviewing the ...

Automation has led many industries and business sectors to improve their internal workflows and their service to customers. And this type of technology is becoming more and more interesting for ...

Editor’s note: Mary Berg is unaffiliated with C.E.T. and the content of this interview has been in no way influenced by the ...