Improve Productivity and Take Full Advantage of Your Software
Ensure that your Engagement CS workflow and processes continue to run smoothly with
professional recommendations and best practices.
The Engagement CS Product Optimization Consulting consists of:
- A remote pre-visit meeting to determine agenda and topics.
- A full one-day onsite visit from an experienced consultant to discuss your firm's specific needs.
- A list of key findings, along with professional recommendations to address them.
A variety of topics will be covered to meet your firm's specific needs, including but not limited to:
- Workflow Review – Review current processes, keeping best practices and ways to maximize ROI in
mind. Evaluate opportunities to expand Engagement CS into multiple business areas. Identify
and strengthen opportunities for consistency and standardization.
- Microsoft Excel and Word Integration – Analyze firm's strategies in using
integration between Engagement CS and Microsoft products, as well as integration with other
products.
- System Administration – Review setup and permissions, as well as processes
for performing updates on the network and locally.
- Client Feedback - Listen to the firm's feedback and experiences with
Engagement CS, including program enhancement suggestions.
- Professional Summary & Recommendations – Summarize ways to optimize your Engagement CS
software and process efficiency.
This program will keep your Engagement CS "engine" running at peak performance, ensuring that you're prepared to take on the next tax year with confidence.