Cracking the WIP - How Workflow Tools Can Aid Productivity


For accountants, workflow tools are about gaining control of information. Rather than spending  hours running from office to office seeking to learn the status of that lost tax return or incomplete compilation, with a good workflow solution you are promised access to any client file at any stage of completion anywhere in your (real or virtual) office. Ideally these tools also let you check the status of client work, monitor due dates, manage staff time, and review actual versus budgeted time. As more firms have moved from paper to paperless, these electronic command and control systems have become increasingly important for those seeking to realize the full potential of their paperless systems.

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