Playbook: Automating Workflows
Learn how to plan and implement workflow automation to change and continually improve your practice.
Three steps to building better operational processes with your team
CA Catalyst highlights three helpful steps to streamlining processes with your staff to ensure the smooth implementation of new technology and workflows into your accounting practice.
Workflow management basics for a modern practice
A technology-based workflow will help your practice deliver more services efficiently. We highlight five workflow management basics that can allow your practice to hum.
Workflow automation explained
Demystifying workflow automation – the reality and opportunities.
Automation is transforming accounting, with or without you
The concept of workflow automation continues to be a major discussion point, but despite its capability to transform businesses, it still manages to mystify many in the accounting profession.