WIP (Work in Progress) Software

Posted by & filed under Misc.

Finding a robust but simple WIP (Work in Progress) Software can be a challenging search, which is why we wanted to walk through some of the core questions and “steps” to consider when choosing the right WIP software. When evaluating a WIP (Work in Progress) Software, here are the steps and questions we recommend walking… Read more »

Business Checklist Software by Jetpack Workflow

Posted by & filed under Misc.

Finding a robust but simple business checklist software can be challenging! Which is why, in this article, we’re going to cover the most important elements you must consider before choosing your application. Step 1: Defining Your End Desired Outcome  When you’re looking for business checklist software, there’s no shortage of applications, ranging from task, to project,… Read more »

1065 Tax Return Workflow Diagram

Posted by & filed under Misc.

1065 Workflow Diagram template

Building out a workflow diagram for your 1065 Tax Return (U.S. Return of Partnership Income) can be challenging. Which is why we wanted to go over some best practices when building out your workflow. Getting the team together The first step is to involve your team or colleagues in the discussion of putting together the… Read more »

1120 Corp Tax Return Process Sheet

Posted by & filed under Misc.

1120 Corp Tax Return Process Sheet

Setting up an 1120 Corp Tax Return Process Sheet for your CPA Firm or Accounting practice can be challenging, which is why we’ve outlined some best practices for you before you get started on your own process sheet. In this overview, we’re going to cover three critical areas of the 1120 Corp Tax Return Process Sheet…. Read more »

1120 Workflow Diagram ( U.S. Corporate Return)

Posted by & filed under Misc.

1120 Corporate Tax Return Workflow Diagram

Managing and creating 1120 US Corporate Tax Return can be challenging, which is why we recommend having a workflow diagram in place. In this article we’re going to talk about how to put together your workflow foundation, how to define your proper workflow, and implementation steps for your accounting firm or practice. Step 1: The Foundation… Read more »