{"id":106291,"date":"2022-12-27t11:59:05","date_gmt":"2022-12-27t16:59:05","guid":{"rendered":"\/\/www.g005e.com\/?p=106291"},"modified":"2023-01-30t22:59:06","modified_gmt":"2023-01-31t03:59:06","slug":"workflow-tools-can-deepen-client-relationships","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/","title":{"rendered":"workflow tools can deepen client relationships"},"content":{"rendered":"
<\/a>bonus case study: how we work with our direct small business clients<\/strong><\/p>\n by penny breslin<\/i> managing tasks and workflow through email, handwritten notes, telephone messages or walking down the hall is a recipe for disaster. a web-based tasking app, preferably linked to your document management system, allows the back office support to inspect what they expect:<\/p>\n more:<\/strong> find the best tech for your team and clients<\/a> | choose your little black dress of technology<\/a> | <\/a>pick your favorite clients<\/a> | <\/a>keep the accountants focused on accounting<\/a> | <\/a>what do you want advisory services to be?<\/a> tasking applications come on the market regularly and there are a few that are specific to the accounting industry. they can run the gamut in price ranges and capabilities. from advance flow to 17 hats, a firm large to small can find one that will work and fulfill 80 percent of their needs. below are some we work with and that get high reviews with our staff:
\nit\u2019s not just the numbers<\/i><\/a><\/p>\n\n
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