Workflows are used to create a multi-step approval process for a form submission. Workflows are attached to forms on CampusGroups. They allow you to see the submissions of the respective form and take ...

Whether it's trying to keep better track of the status of client tax returns, managing engagements, or simply ordering specific supplies - technology to manage these workflows remains one of the core ...

It’s become imperative for law firms to solve the issues afflicting case-related processes. Case management via workflow automation is an answer, and can lead to better client service and bottom-line ...

You can view Workflow Steps and the user and user email of the assigned approver For directions on monitoring workflow progression for programs that have been submitted for workflow approvals, go to: ...

James Theuerkauf is Co-founder and CEO of Syrup (acq. Anaplan), where he works on AI forecasting and optimization systems for retailers. Retail has always been a game of decisions under uncertainty: ...

Taking the time to find inefficiencies around the office can be a daunting task for most firms, but more are finding that establishing better workflows for most essential tasks - particularly tax work ...