DMA2Go Workflow
Gregory L. LaFollette CPA.CITP |
John Higgins CPA.CITP |
- Ability to print to PDF file
- Dual monitors
- PDF annotation tools
- PDFlyer from CCH
- Tic, Tie & Calculate from Acct1st
- Doc-It
- Firms then eliminated paper files
- Then the discovered the need for workflow
- in analog world the floor was the inbox & the credenza the outbox, or perhaps vice-versa
- notes were verbal
- relied on paper routing sheets
- Thomson Practice CS
- Adobe Acrobat used to replicate paper routing forms
- Microsoft SharePoint
- XCM is the only stand-alone workflow system available today
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