When you’re working on a project, being organized and approaching the task methodically ensures consistent, timely results, and the best way to do that is through workflow management. The following ...

10+ useful Google Docs tricks that streamlined my workflow (no plug-ins required) ...

New software offers more than just a calendar and a to-do list. Clearly, one of the hottest topics among financial advisors this year appears to be workflow-and how to get a handle on it.

Successful projects start with thorough planning. You aren’t going to create a compelling business proposal by scratching a few notes on a cocktail napkin then firing up Keynote. You need to plan ...

NEW YORK--(BUSINESS WIRE)--Today, Wolters Kluwer Tax & Accounting announced the release of an ebook “5 Ways Workflow Automation Supports Firm Goals” that outlines how workflow automation can help ...