#StudioExchanges
Hi there, You can use this template to build efficient workflow (eliminate the steps which you think are not required Stage 1: Intake & Data Acquisition Client Onboarding > Awaiting Client Data (ACD) > Data Received – Pending Review > Data ...
Our Basic Workflow would be: No Info In - no assigned Info Received - Reviewer To Be Scanned - blank/admin To Be Autoflowed - blank/admin Preparation - Preparer Reviewer - Reviewer Open Review Points - Preparer Cleared Review Points ...
We made the switch effective 5-1-25, so I'm not sure I can be of any help. But I would be happy to hear others' comments/suggestions/best practices. ------------------------------ Kathie Skinner Office Manager Santora CPA Group Newark DE (302) 737-6200 ...
I'm currently setting up our processes in Workflow and would love to hear how other firms are organizing their task statuses and overall job flow. Specifically: What are the status names used for tax tasks (e.g., No Info In, Prepare, Review, etc.)? ...
This is the exact problem which our clients were facing. Hence, we had built a sophisticated, AI-powered solution designed to fundamentally transform our client's credit card reconciliation process. Leveraging a robust foundation of advanced Python ...
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