{"id":106291,"date":"2022-12-27t11:59:05","date_gmt":"2022-12-27t16:59:05","guid":{"rendered":"\/\/www.g005e.com\/?p=106291"},"modified":"2024-08-07t23:10:01","modified_gmt":"2024-08-08t03:10:01","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":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52100\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg\" alt=\"pixelated blue text &quot;workflow&quot; on binary code background\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>bonus case study: how we work with our direct small business clients<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>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<ul>\n<li>recurring tasks done on time and accurate load leveling of resources<\/li>\n<li>audit trail of work<\/li>\n<li>set up, review, make notes, share information and complete tasks while maintaining the relationship with the client<\/li>\n<\/ul>\n<blockquote><p><strong>more:<\/strong> <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\">find the best tech for your team and clients<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/06\/choose-your-little-black-dress-of-technology\/\"> | choose your little black dress of technology<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/10\/27\/who-does-your-team-want-to-work-with\/\">pick your favorite clients<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/09\/28\/who-belongs-on-your-team\/\">keep the accountants focused on accounting<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/07\/28\/what-do-you-want-advisory-services-to-be\/\">what do you want advisory services to be?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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:<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/#more-106291\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com' 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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f27%2fworkflow-tools-can-deepen-client-relationships%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20workflow%20tools%20can%20deepen%20client%20relationships&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\" title=\"email this: workflow tools can deepen client relationships \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52100\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg\" alt=\"pixelated blue text &quot;workflow&quot; on binary code background\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>bonus case study: how we work with our direct small business clients<\/strong><\/p>\n<p><i>by penny breslin<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/its-not-just-the-numbers-by-penny-breslin-and-damien-greathead-pb22its\/\"><i>it\u2019s not just the numbers<\/i><\/a><\/p>\n<p>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<ul>\n<li>recurring tasks done on time and accurate load leveling of resources<\/li>\n<li>audit trail of work<\/li>\n<li>set up, review, make notes, share information and complete tasks while maintaining the relationship with the client<\/li>\n<\/ul>\n<blockquote>\n<p><strong>more:<\/strong> <a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\">find the best tech for your team and clients<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/06\/choose-your-little-black-dress-of-technology\/\"> | choose your little black dress of technology<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/10\/27\/who-does-your-team-want-to-work-with\/\">pick your favorite clients<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/09\/28\/who-belongs-on-your-team\/\">keep the accountants focused on accounting<\/a><a href=\"\/\/www.g005e.com\/2022\/12\/21\/find-the-best-tech-for-your-team-and-clients\/\" target=\"_blank\" rel=\"noopener\"> | <\/a><a href=\"\/\/www.g005e.com\/2022\/07\/28\/what-do-you-want-advisory-services-to-be\/\">what do you want advisory services to be?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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:<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/#more-106291\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f27%2fworkflow-tools-can-deepen-client-relationships%2f&amp;t=workflow+tools+can+deepen+client+relationships'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f12%2f27%2fworkflow-tools-can-deepen-client-relationships%2f&amp;title=workflow+tools+can+deepen+client+relationships&amp;summary=bonus+case+study%3a+how+we+work+with+our+direct+small+business+clients%0d%0a%0d%0aby+penny+breslin%0d%0ait%e2%80%99s+not+just+the+numbers%0d%0a%0d%0amanaging+tasks+and+workflow+through+email%2c+handwritten+notes%2c+telephone+messages+or+walking+down+the+hall+is+a+recipe+for+disaster.+a+web-based+tasking+app%2c+preferably+linked+to+your+document+managem'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20workflow%20tools%20can%20deepen%20client%20relationships&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\" title=\"email this: workflow tools can deepen client relationships \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":4581,"featured_media":98562,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,1908,3120,3002,2306],"tags":[],"class_list":["post-106291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-management","category-pro-member-exclusive","category-special","category-tech-and-fintech","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>workflow tools can deepen client relationships - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"workflow tools can deepen client relationships - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/12\/27\/workflow-tools-can-deepen-client-relationships\/\" \/>\n<meta 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