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.
Topics include:
- New entity establishment ā 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 ā a more detailed automation to manage your annual compliance jobs from start to finish
- Overdue job reminder ā ensure nothing gets missed with automatic reminders on overdue jobs.
Click below to play a full recording of the webinar (30 minutes).
Sample Automations
Click below for quick-access to the sample automations shared in the webinar.
Useful Links
To download Quick Reference Guides and get user instructions for the sample automations listed above, refer to:
Other useful help articles include:
Custom Processes using Views and Summary Notifications
Displaying Information for Client Groups
And to learn more about creating custom processes, visit the section Process Automation in help.