{"id":46080,"date":"2021-04-07T03:23:00","date_gmt":"2021-04-07T07:23:00","guid":{"rendered":"http:\/\/blog.cybercon1.com\/?p=46080"},"modified":"2021-04-07T03:23:00","modified_gmt":"2021-04-07T07:23:00","slug":"workflow-software-re-examined","status":"publish","type":"post","link":"https:\/\/blog.cyberconservices.com\/index.php\/2021\/04\/07\/workflow-software-re-examined\/","title":{"rendered":"Workflow software re-examined"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When many accountants hear the term \u201c<strong>workflow <\/strong>software,\u201d they immediately think of the tax preparation process. While workflow is important in tax prep, it is certainly not limited to just this area of practice, or for that matter, only to any one particular application or process. Rather, workflow is both a technique and an overall approach.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2021\/01\/03\/19\/07\/kanban-5885395__340.jpg?resize=679%2C458&#038;ssl=1\" alt=\"\" width=\"679\" height=\"458\"\/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cWhile tax prep <strong>workflow <\/strong>is certainly important, the overall objective of any <strong>workflow<\/strong> software is to help you get client work done on time,\u201d said David Cristello, CEO of Jetpack <strong>Workflow<\/strong> Inc. \u201cI would say key differences, however, would be the complexity of handling and managing non-tax work. Practically speaking, the amount of weekly, biweekly and monthly work is extensive and an important difference. Whereas 500 tax returns equal 500 deadlines for a given year, 500 monthly accounting clients is 6,000 deadlines for a given year.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Stuart McLeod, CEO and co-founder of Karbon, added, \u201cIn reality, an accounting <strong>workflow<\/strong> solution must be so much more than simply workflow. The single-serve accountant-client relationship has become a thing of the past, and <strong>workflow<\/strong> software should be just as useful for managing internal operations, any service across a full year with a client, or a once-a-year tax return.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cWorkflow software provides the foundation that helps to deliver an exceptional client experience by shifting a firm\u2019s focus from office operations to efficiently and effectively meeting client needs,\u201d said Matthew Groom, senior product marketing manager for AbacusNext (which was recently purchased by private equity firm Thomas H. Lee Partners).  <a href=\"https:\/\/www.google.com\/url?rct=j&amp;sa=t&amp;url=https:\/\/www.accountingtoday.com\/news\/workflow-software-re-examined&amp;ct=ga&amp;cd=CAEYASoUMTA1NTk1MDc2MTQ2NjI0MTIwNzEyGjRhYzkyN2Y3ZGEzYjNiNWE6Y29tOmVuOlVT&amp;usg=AFQjCNGQ8RLFa98ua4ZTWxQU8igeyToozQ\">Read On:<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When many accountants hear the term \u201cworkflow software,\u201d they immediately think of the tax preparation process. While workflow is important in tax prep, it is certainly not limited to just this area of practice, or for that matter, only to <span class=\"excerpt-dots\">&hellip;<\/span> <a class=\"more-link\" href=\"https:\/\/blog.cyberconservices.com\/index.php\/2021\/04\/07\/workflow-software-re-examined\/\"><span class=\"more-msg\">Continue reading &rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[53],"tags":[179],"class_list":["post-46080","post","type-post","status-publish","format-standard","hentry","category-workflow","tag-workflow"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack-related-posts":[{"id":44780,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2021\/03\/10\/the-modern-approach-to-document-management-workflow\/","url_meta":{"origin":46080,"position":0},"title":"The modern approach to document management workflow","author":"Rick Backus","date":"March 10, 2021","format":false,"excerpt":"In my humble (well sort of) opinion document management without workflow is meaningless. The whole reason you have those documents in the first place is because they represent or are connected to a process or task in the organization. The greatest benefit of implementing an ECM system is to realize\u2026","rel":"","context":"In &quot;Document Management&quot;","block_context":{"text":"Document Management","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/document-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2020\/02\/07\/19\/36\/workflow-4828146__340.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2020\/02\/07\/19\/36\/workflow-4828146__340.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2020\/02\/07\/19\/36\/workflow-4828146__340.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":31616,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2019\/05\/16\/legal-workflow-automation-use-cases-customization-must-come-first\/","url_meta":{"origin":46080,"position":1},"title":"Legal Workflow Automation Use Cases: Customization Must Come First","author":"Rick Backus","date":"May 16, 2019","format":false,"excerpt":"by\u00a0Mitratech Holdings, Inc - Legal automation can be disruptively\u00a0beneficial\u00a0or disruptively\u00a0disastrous\u00a0for legal departments. One factor that makes the difference?\u00a0 Whether or not an automation product empowers users to craft their own solutions. Whether for process automation, predictive analytics, e-billing, any legal automation solution\u00a0only\u00a0succeeds when user needs and user experiences come first.\u00a0\u2026","rel":"","context":"In &quot;Workflow&quot;","block_context":{"text":"Workflow","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/workflow\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.cyberconservices.com\/wp-content\/uploads\/2019\/05\/binding-contract-948442__340.jpg?resize=350%2C200","width":350,"height":200},"classes":[]},{"id":44392,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2020\/11\/12\/workflow-automation-vs-process-automation-whats-the-difference\/","url_meta":{"origin":46080,"position":2},"title":"Workflow Automation Vs Process Automation: What&#8217;s the Difference?","author":"Rick Backus","date":"November 12, 2020","format":false,"excerpt":"Process automation, or business process automation (BPM) is the application of technology to automate a repeatable sequence of different tasks or sub-tasks, using user-defined rules, to drive business operations. The components of a process automation initiative might include not just the workflow engines involved but also analytics, collaboration tools, business\u2026","rel":"","context":"In &quot;Business Process Automation&quot;","block_context":{"text":"Business Process Automation","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/business-process-automation\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/05\/16\/15\/41\/computer-3406108__340.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/05\/16\/15\/41\/computer-3406108__340.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/05\/16\/15\/41\/computer-3406108__340.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":77760,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2025\/04\/03\/future-of-workflow-automation-ai-integration-changing-the-rules\/","url_meta":{"origin":46080,"position":3},"title":"Future of\u00a0Workflow\u00a0Automation: AI Integration Changing the Rules","author":"Rick Backus","date":"April 3, 2025","format":false,"excerpt":"Although AI-driven process automation has many advantages, you could find difficulties putting it into use. Accuracy is a typical issue since artificial intelligence techniques like ChatGPT depend on data patterns and can thus occasionally misread information. To reduce mistakes, you should: Review regularly produced AI-generated content to guarantee quality. Give\u2026","rel":"","context":"In &quot;AI&quot;","block_context":{"text":"AI","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/ai\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2025\/03\/checklist-4279388_1280.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2025\/03\/checklist-4279388_1280.jpg?fit=1200%2C800&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2025\/03\/checklist-4279388_1280.jpg?fit=1200%2C800&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2025\/03\/checklist-4279388_1280.jpg?fit=1200%2C800&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2025\/03\/checklist-4279388_1280.jpg?fit=1200%2C800&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":46062,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2021\/03\/30\/no-code-workflow-and-rpa-line-up-for-their-automation-moment\/","url_meta":{"origin":46080,"position":4},"title":"No code, workflow and RPA line up for their automation moment","author":"Rick Backus","date":"March 30, 2021","format":false,"excerpt":"Everyone's getting in on the RPA act and rightfully so. It seems that this new focus on cloud (meaning API) is beginning to address a current shortfall for RPA as a solution. Trying to automate from a web interface brings a host problems that are not really an issue for\u2026","rel":"","context":"In &quot;Robotic Process Automation&quot;","block_context":{"text":"Robotic Process Automation","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/robotic-process-automation-processs-automation\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/03\/09\/16\/32\/woman-3211957__340.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/03\/09\/16\/32\/woman-3211957__340.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/03\/09\/16\/32\/woman-3211957__340.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/cdn.pixabay.com\/photo\/2018\/03\/09\/16\/32\/woman-3211957__340.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":78085,"url":"https:\/\/blog.cyberconservices.com\/index.php\/2026\/05\/05\/ai-driven-workflow-automation-slashes-care-wait-times\/","url_meta":{"origin":46080,"position":5},"title":"AI-driven workflow automation slashes care wait times","author":"Rick Backus","date":"May 5, 2026","format":false,"excerpt":"By Ryan Stevens -\u00a0Organizations are shifting away from broad digital transformation efforts and instead targeting high-impact bottlenecks where AI and automation can deliver\u00a0immediate results. These targeted changes are turning slow manual processes into faster, more efficient AI-driven workflow automation and freeing people to focus on higher-value work. Acclaim Autism was\u2026","rel":"","context":"In &quot;AI&quot;","block_context":{"text":"AI","link":"https:\/\/blog.cyberconservices.com\/index.php\/category\/ai\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2026\/05\/geralt-doctor-6676747-scaled.jpg?fit=1200%2C800&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2026\/05\/geralt-doctor-6676747-scaled.jpg?fit=1200%2C800&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2026\/05\/geralt-doctor-6676747-scaled.jpg?fit=1200%2C800&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2026\/05\/geralt-doctor-6676747-scaled.jpg?fit=1200%2C800&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/blog.cyberconservices.com\/wp-content\/uploads\/2026\/05\/geralt-doctor-6676747-scaled.jpg?fit=1200%2C800&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/posts\/46080","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/comments?post=46080"}],"version-history":[{"count":0,"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/posts\/46080\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/media?parent=46080"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/categories?post=46080"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.cyberconservices.com\/index.php\/wp-json\/wp\/v2\/tags?post=46080"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}