TaxWorkFlow is designed for a Windows platform, and offers firms of all sizes comprehensive work flow management, document management, and time management capabilities, as well as a client portal that facilitates communication between firm and client.
Even the smallest firms have seen the benefits provided by having a solid practice management solution in their office. Time and Expense tracking is the backbone of good practice management software, and the products reviewed in this issue make it ...
Finding the right practice management solution can be challenging especially after an acquisition, as was the case when Maryland-based Faragalla & Associates’ founder, Albert Faragalla, CPA, purchased the accounting practice owned by ...
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...