We also cover the power of practice management software in streamlining your firm's operations and how solutions like Canopy, Karbon, and Tax Dome can help you manage client communication, projects, financial insights, time tracking, and client/vendor relationships.
Finally, we dive into workflow automation tools, such as monday.com, Asana, Microsoft Flow, and Zapier, and how these platforms can bridge the gap between siloed software and enable seamless, automated workflows.