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Workflow Management Software
for Tax & Accounting Firms

WorkFlow
Manager FirmFlow icon

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Paperless Workflow Management

When you use completely digital processes throughout your firm, you can monitor activity from start to finish. WorkFlow Manager helps you do that by automating your business processes, including tax, audit, consulting, financial services, and litigation, so you know what's happening with any client at any given time. You can even filter the list of tasks to show future workflow routing assignments.

Convenient & Cost Effective

With a web-hosted solution, you know your data is always there when you need it, 24/7. A web-hosted solution saves you time and money. No more countless hours of maintaining your own internal system. You get maximum productivity with minimal IT investment.

Multiple Layers of Security

WorkFlow Manager protects your software and data. Multiple layers of security, including administrator access to user accounts, features that protect emailed documents, and restricted "back-door" access ensures that your data remains safe. And because your data resides in two redundant state-of-the-art data centers with their own levels of system and physical security features, it's secure even in the event of fire, theft, or natural disaster.

Download WorkFlow Manager Profile (PDF)

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