{"id":117590,"date":"2023-10-04t11:57:10","date_gmt":"2023-10-04t15:57:10","guid":{"rendered":"\/\/www.g005e.com\/?p=117590"},"modified":"2023-10-23t19:12:03","modified_gmt":"2023-10-23t23:12:03","slug":"strengthen-client-ties-with-workflow-tools","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/","title":{"rendered":"strengthen client ties with workflow tools"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-117901 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623.jpeg\" alt=\"\" width=\"1600\" height=\"538\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-424x143.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-849x285.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-768x258.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-1536x516.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-300x101.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-600x202.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>bonus: a solution for authentication code headaches.<\/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><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/09\/26\/decoding-tech-and-all-those-acronyms\/\">decoding accounting tech (and all those acronyms)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/19\/do-your-apps-play-well-with-others\/\">do your apps play well with others?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/29\/its-ok-to-have-favorite-clients\/\">it\u2019s ok to have favorite clients<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/08\/ten-questions-for-teamwork\/\">ten questions for teamwork<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/18\/yes-you-can-be-an-outsourcer\/\">yes, you can be an outsourcer<\/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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\">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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/#more-117590\" 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'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f04%2fstrengthen-client-ties-with-workflow-tools%2f&amp;t=strengthen+client+ties+with+workflow+tools'  ><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 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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><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20strengthen%20client%20ties%20with%20workflow%20tools&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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\" title=\"email this: strengthen client ties with workflow tools \"><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><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-117901 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623.jpeg\" alt=\"\" width=\"1600\" height=\"538\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-424x143.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-849x285.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-768x258.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-1536x516.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-300x101.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/10\/workflow-adobestock_112910166-e1696702310623-600x202.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>bonus: a solution for authentication code headaches.<\/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><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/09\/26\/decoding-tech-and-all-those-acronyms\/\">decoding accounting tech (and all those acronyms)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/19\/do-your-apps-play-well-with-others\/\">do your apps play well with others?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/29\/its-ok-to-have-favorite-clients\/\">it\u2019s ok to have favorite clients<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/08\/ten-questions-for-teamwork\/\">ten questions for teamwork<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/18\/yes-you-can-be-an-outsourcer\/\">yes, you can be an outsourcer<\/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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\">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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/#more-117590\" 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%2f2023%2f10%2f04%2fstrengthen-client-ties-with-workflow-tools%2f&amp;t=strengthen+client+ties+with+workflow+tools'  ><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\/'  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href=\"mailto:?subject=cpa%20trendlines%20:%20strengthen%20client%20ties%20with%20workflow%20tools&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\" title=\"email this: strengthen client ties with workflow tools \"><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 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optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>strengthen client ties with workflow tools - 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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"strengthen client ties with workflow tools - 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\/2023\/10\/04\/strengthen-client-ties-with-workflow-tools\/\" \/>\n<meta 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