Jetpack Workflow has launched its cloud-based client management system for small to medium-sized accounting firms and accounting professionals. Designed as a simple solution for tracking client work, ...

The renowned digital platform for U.S. medical professionals, Doximity, Inc.'s DOCS client engagement and retention strategy is built around deeply integrated, physician-first tools across its ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...

Automating manual processes improves efficiency and eliminates human error. Learn about workflow automation and how to create an automated workflow.

MedSynergies has announced that it signed two clients for the imaging and remittance workflow solution under Msight™, its next-generation management services organization solution. The imaging ...

Construction projects often involve coordination between different trades, suppliers, and stakeholders.

To lead the end-to-end design of digital workflows and integrations, translating business requirements into scalable, well-architected solutions. Design and oversee end-to-end digital workflow and ...