Elevating Firm Productivity Through Workflow Software

With: Office Tools Pro

Elevating Firm Productivity Through Workflow Software

Session#: 921-06

In this session, learn how to use software technology to help tax professional firms manage clients, staff and workflow. We will highlight integrated technology, how to implement a paperless office and how to track workflow while managing clients and staff.

Jack Frankle

Practice Management software providing a single interface for client, staff, office and documents. Experience simplified office management while tracking time, due dates, assignments, documents/email and billing.

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