Onboarding Tech and Process: A New Employee's Transition to a Paperless Office
One of my biggest surprises during the onboarding at Boomer Consulting, Inc. was the dearth of office paper and printers. In fact, I know...
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Articles, Blogs and More...
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- Feb 7, 2023
- 5 min
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
- Jan 23, 2023
- 4 min
Accounting Technology that Streamlines Your Tax Preparation Workflow
Evaluating your firm’s tools and procedures as you prepare for tax season helps identify areas in your processes that would benefit from...
- Jan 4, 2023
- 3 min
Tax Automation Tools that Provide a 5-Star Client Experience
How can you increase the effectiveness of your staff as well as the satisfaction of your clients? Reduce tedious tasks in your firm and...
- Sep 16, 2021
- 1 min
Suralink Releases New Product to Make Requesting and Sharing One-Off Files Simple and Secure
SALT LAKE CITY, September 15, 2021 (Newswire.com) - Suralink, the leader in PBC request list management and approval workflow software,...
- Apr 16, 2021
- 4 min
Building Better Solution Requirements: Why, Who and How
by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...
- Dec 8, 2020
- 4 min
CPA Explains How to Improve Workflow During Lockdown
Running a successful accounting practice requires carefully considering how you organize workflow. When it comes to preparing client tax...
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