This 30-minute webinar focuses on automations that can help you streamline compliance processes, by managing jobs and tasks to ensure each step in a compliance job is completed accurately and in a timely manner.
New entity establishment – automating tasks, comments, and client communication to streamline the creation of new entity documentation
Job kick off - a simple process to create documents and workpapers for annual compliance jobs
Year end compliance jobs – a more detailed automation to manage your annual compliance jobs from start to finish
Overdue job reminder – ensure nothing gets missed with automatic reminders on overdue jobs.
Click below to play a full recording of the webinar (30 minutes).
Click below for quick-access to the sample automations shared in the webinar.
To download Quick Reference Guides and get user instructions for the sample automations listed above, refer to: