DRAPER, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the availability of new automation enhancements to its ...
Tax workflow is the simple process of gathering all of the data needed to do a tax return, bundling it with the tax forms and worksheets as they are filled in, and then routing to the preparers and ...
Workflow is a term that gets bandied around a lot. But exactly what it is depends on who is doing the talking. Some vendors still group their workflow capabilities in the practice management ...
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