News & Resources
Resolve Workflow & Efficiency Challenges, and Processes Jeopardizing Data Security
Research in the tax, accounting and bookkeeping profession has revealed workflow and efficiency and data security are the most common firm management concerns for practitioners.
To optimize workflow and efficiency and to ensure data remains secure, you must examine processes in your firm by service area. This white paper includes two diagnostic worksheets to provide an initial examination of your firm’s most common processes and methodology negatively impacting workflow and efficiency and data security.