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Your search results for process

Showing 1-10 of 16 results

  1. IRIS Elements marks final push into the cloud
    Practice software

    ... on and off. Practices can then track and manage the process.  As and when clients accept, this generates a ... with Elements and the firm can start the onboarding process, with integrated tools such as Elements Anti-Money ... but IRIS chiefs are insistent that the exhaustive testing process behind the project will pay dividends for the ...

    11th May 2022 | Article

  2. Find your way around onboarding apps
    Practice software

    ... the point that onboarding covers the sales and onboarding process. “People don’t like using the word sales, but you ... MAP, Barnes wanted to address both sides of the sign-off process. To help scope out the services clients needed and ... is because you are by definition starting the onboarding process when you create the proposal. You’re configuring ...

    20th Apr 2022 | Article

  3. Workflow management moves up the practice agenda
    Practice software

    ... we’d be in middle of something else,” she explained. Process mapping The first step to redressing this client ... her account manager at (Practice) Ignition. The resulting process map, represented by nearly 90 steps in the rough ... the client on board once they accept the proposals. Process mapping is a foundation for any workflow project like ...

    13th Apr 2022 | Article

  4. DAOs: What are they and why should accountants care?
    Tech pulse

    ... a copy of the US Constitution. The DAO is now in the process of being wound down with the tokens being returned. ...

    10th May 2022 | Article

  5. Cloud suites are here, just as the goalposts move
    Practice software

    ... point when the classic Windows-era annual self assessment process is moving into its twilight years. In 2024, HMRC ...

    12th May 2022 | Article

  6. Live clinic on choosing practice software, 1pm today
    Practice software

    25th Apr 2022 | Article

  8. Tell us what you think of Open Banking – win £100
    Tech pulse

    20th Apr 2022 | Article

  9. Verify identity fairy tale falls flat as HMRC shuts out users
    Tech pulse

    ... past the first stage of the Government Gateway application process. Having been barred from the tax account they ...

    27th Apr 2022 | Article

  10. My Tech Stack: Sharon Pocock, Kinder Pocock
    Practice software

    ... or quicker way of doing things. It’s got to make a process simpler and save time. Another of our values is to ...

    7th Apr 2022 | Article

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