Winner: 2012 Readers’ Choice Awards – CPA Practice Advisor
Category: Workflow Comprehensive End-to-End
Insight: The definition and reality of what workflow actually is varies at every firm, but in the big picture it’s almost everything, from how client documents come in and invoices go out, to how review processes work and engagements are managed. There are two approaches to the concept of workflow, one at that larger level and also at a specialty tool level. For the higher end, this year’s top vote receivers were Office Tools Pro, Thomson Reuters, CCH and XCM Solutions.