The accounting and bookkeeping profession is inundated with deadlines, ramping teams up and down, changing tax laws, and more. How do practitioners manage deadlines without tasks falling through the cracks—all while increasing profitability and scalability?

There are options beyond Excel spreadsheets, sticky notes, and calendar reminders. Join this session to learn more about how a software workflow management system will help you to solve your biggest pain points.

Learning Objectives:

• Determine how to use automation to manage recurring deadlines


• Practice using drag-and-drop capacity planning


• Identify what client work needs to be completed with only a few clicks