Workflow management for accountants revolves around two things: clients and information. You need clients to provide their financial information so you can act on it. Then you need to properly circulate that information—coupled with information your staff produces—between your firm and clients.

What’s the difference between traditional and modern-day client portals? Simply put, firms that have modern portals can do more, in less time. They provide firms with a competitive advantage by making their job easier and improving their client’s experience.

While the foundational principles of accounting are still applicable, technology has transformed much of the way accountants perform their duties. The transition started with the introduction of traditional, on-premise accounting software (not cloud-based).

When it comes to keeping important company assets organised and easy to find, a brand portal is a great go-to option. Unsure of what this term refers to?

Over the last decade, more and more organisations have been trending toward remote work, whether instituting a hybrid work model or foregoing a physical location altogether. Recent global events have only accelerated this transition.

Are your projects falling behind and going over budget? Schedule slippage and budget overruns are surefire ways to diminish profitability. Plus, if these are client projects, you risk negatively impacting the relationship.

Does there seem to be a disconnect between your organisation and your workforce? No one likes being out of the loop, whether it’s about company happenings or project status.

You can find SharePoint in many enterprises across a variety of industries. But just because it’s widely used doesn’t make it a great fit for every organisation. Even companies that have a long history with SharePoint often complain about its flaws—chief among them that the platform is overly complex.

Every day, information moves throughout your organisation—between customers and employees, between employees and vendors, among employees themselves, and so on.

Every day, your employees complete countless workflows that keep the organisation moving forward. While these workflows tend to stay the same for long periods of time, it’s often beneficial to review them to ensure they’re still properly supporting key business processes and furthering organisational goals. Enter workflow management.