The majority of your work on the tax project is finished, but do you still exert a lot of effort chasing down signatures, waiting on approvals and trying to track down who has essential documents before you can finalize everything? A haphazard process for reviews and approvals is bound to bog down the flow of work and turn the waiting game into a recurring part of your job. Automate this process to keep your projects moving and keep you in the loop.
eFileCabinet features workflows that automate business processes like review and approval. Once a document is entered into the workflow, it’s sent to the designated users who are notified to approve or reject. The workflow is designed to send it to the right person in either scenario, keeping the flow of work moving. Plus, you’ll know exactly what stage of the process the document is in at all times, allowing you to know who needs to pick up the pace with the project and perhaps give you an idea of where your accounting firm’s processes can improve.
For the next tax season, have a plan ready and waiting so that there aren’t hiccups when it comes to finding whatever it is you need. Being an accountant can become a bit easier during tax season when you turn to automation and document management systems.
After taking account of how you’ve spent your time during tax season, are these areas you think you and your firm can improve on and delegate to a new solution? Join us for a live webinar, hosted by eFileCabinet CEO Jesse Wood on Sept. 11 at 12:00 p.m. Eastern Time, on the importance of transforming the way you do business by embracing new ways to work. If you have ever wondered how you can reduce overhead while still growing your business, how to correctly implement automation, and how to self-evaluate and set new goals, this webinar will contain lots of helpful insight for you. Learn more here.
Andreas Rivera
Author Bio: Andreas Rivera is a technology writer with experience in both reviewing and marketing tech services and products. His areas of expertise include writing about B2B, SaaS companies and how they best address the pain points of businesses. Since early 2019, he has been the Marketing Content Writer for eFileCabinet and has become well versed in how document management software helps businesses reinvent their manual processes and spur growth.