In the third installment of her CCH Axcess tour, Jody Padar, the Radical CPA, explains how Workstream keeps work moving. Whether you have remote workers, multiple offices, or a single location, you need to see the status of every project.
Here’s what Jody has to say about how easy it is to find out what’s going on in your firm:
According to Jody, “Team members have clear daily to-do lists and managers can see the status of every return. This is all information that will let you manage client expectations and meet deadlines.”
As you can see, monitoring project statuses is easy with CCH Axcess Workstream. Learn more about how CCH Axcess is helping Jody’s firm move forward, including how to keep work moving through the firm. Download her white paper, “CCH Axcess: Tour of a Seamless Technology.”