FirmFlow - Workflow Intelligence in the Cloud
SAVE TIME AND MONEY BY
WORKING IN THE CLOUD
No more countless hours of maintaining your own internal
system—with FirmFlow, you get maximum productivity with minimal IT investment.
And, you know your data is always there when you need it, 24/7. This webinar
will demonstrate how to customize your processes for the various services your
firm provides and you’ll see how a paperless workflow can boost your firm’s
efficiency while reducing costs.
FirmFlow is the online
workflow management solution that:
- Gives you multiple layers of security
convenient and cost-effective
- Allows for paperless workflow management
- Automates your processes for maximum organization
- Lets you easily monitor and
analyze information through its dashboard interface
- Features due date
monitoring, virtual control sheets, electronic notes and checklists, and more
- Alerts you to the status of active projects, giving you tighter control over
workflow and deadlines
- Works seamlessly with your integrated document management system
- Integrates with your practice management, compliance, audit, and workpaper management tools
Who Should Attend
Firm Owners, Firm Partners,
Workflow Administrators, Firm Administrators, Tax Department staff, Audit
Department staff, etc.
Matt Jagst, Director of Enterprise Product Management
Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.