During one hectic tax filing season, the Philadelphia-based CPA firm of Asher & Co. Ltd. managed their clients' tax return forms the same way most firms do - by placing them in piles on the floor or shelves.
Last year, however, the tax preparation process moved to a more organized approach by employing a workflow system. "Basically, we saw the writing on the wall," said the firm's partner/director, William Burns, who selected Immediatech's GoFileRoom and its workflow features. "Before, we'd give someone a return to do and the feedback came in piecemeal. You don't know who has it in the process or where it is. Before, we'd send a voicemail out to everyone asking who had it. It's clearly a lot of benefit, because now we know where everything is in the system."
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