• 75 CAS Ops: Choosing A Workflow Management Tool

  • 2025/02/03
  • 再生時間： 10 分
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75 CAS Ops: Choosing A Workflow Management Tool

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  • Got a question? Text me!

    On today’s episode of CAS Minute, we’re diving into workflow systems for CAS firms. We’ll cover why workflow is more than just task management, what features to prioritize, and the pros and cons of leading tools like Financial Cents, Karbon, Canopy, and mainstream project management software. If you’re looking for a scalable, efficient way to manage client work and quality control, this episode is for you.


    Key Takeaways:

    • Why workflow is more than just a task list.

    • The must-have features in a CAS workflow system.

    • A comparison of leading workflow tools.

    • How to ensure quality control and scalability.

    Thanks for listening! Come Say Hi 👋

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
    YouTube: Full Send - Accounting & Data
    Data Podcast: Data Fuel
    続きを読む 一部表示

あらすじ・解説

Got a question? Text me!

On today’s episode of CAS Minute, we’re diving into workflow systems for CAS firms. We’ll cover why workflow is more than just task management, what features to prioritize, and the pros and cons of leading tools like Financial Cents, Karbon, Canopy, and mainstream project management software. If you’re looking for a scalable, efficient way to manage client work and quality control, this episode is for you.


Key Takeaways:

• Why workflow is more than just a task list.

• The must-have features in a CAS workflow system.

• A comparison of leading workflow tools.

• How to ensure quality control and scalability.

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel
続きを読む 一部表示
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