Using Structured Workflow to Manage Offline Clients | Intuit Accountants News Central | Cooper Mann Consulting Group

It is no longer good enough to wait for clients to deliver the information and request the resultant reports. We must proactively request and gather the required information for processing, especially with offline clients, in order to get the work done more frequently.

via Using Structured Workflow to Manage Offline Clients | Intuit Accountants News Central | Cooper Mann Consulting Group.

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