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Streamlining document security and workflow in accounting

Accounting Today

As firms navigate a growing and complicated array of compliance requirements and digital tools, the need for efficient and secure document workflows has never been more urgent. The shift to remote and hybrid work models has only intensified the importance of digital document security and well-structured workflows. All rights reserved.

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Zaptiva – Speed Up Quoting and Boost Sales Efficiency

Insightful Accountant

A streamlined workflow that eliminates duplicate data entry and reduces costly errors. Watch the replay to see how Zaptiva helps streamline quoting and enable a faster path from inquiry to close. Expand Insightful Accountant Newsletter Like what youre reading? .

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How to create effective business expense reports.

Airbase

But, despite their importance, completing expense reports has long been one of the most hated tasks among employees — one study found that a majority would rather do their taxes! In Airbase, automated approval workflows guarantee adherence to company policies. It can be unclear who should approve something first.

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New Products at QuickBooks Connect Help Accountants Drive Small Business Growth

CPA Practice

Features include automated bank feeds, bank reconciliation, financial statements, 1099 tracking, and a seamless transition to tax preparation. New discounts and benefits for full-service accounting firms that also use Intuit ProConnect Tax. Learn more about QuickBooks Ledger.

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The Best Tech for Accounting Firms: The 2024 Tax and Accounting Innovation Awards Announced!

CPA Practice

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.

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Forwardly – 2024 Innovation Award Winner

CPA Practice

Our customizable payment approval workflow feature enhances control and oversight of payments and is free, potentially saving accountants hundreds of dollars per year when switching from costly approval tools. See all of the 2024 Tax and Accounting Technology Innovation Award Winners and Finalists at: [link]

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Balancing automation and compliance in expense reporting

Xero

While there is technically an audit trail when the review and approval expenses take place via email, getting access to these sources of information can be a completely different story. There also needs to be a clear approval workflow outlined for employees.