"Ultimately, everyone manages tax workflow," according to Jordan Kleinsmith, product manager for enterprise in the Tax & accounting businesss of Thomson reuters, creators of Workflow Manager (part of ...

Tax and accounting firms are being pushed to produce more work with fewer people, while relying on tools built for a different era. Traditional workflow systems route tasks but still leave staff doing ...

Another tax season is upon us. And that means taking a look at how your office and your staff handle the inevitable deluge of tax returns, especially those that come in at the last moment, or dribble ...

Streamline your financial management process and ensure compliance with self-service workflow automation. A recent survey revealed that workers spend at least 25% of the work week – over two hours per ...

SAN FRANCISCO, April 29, 2026 (GLOBE NEWSWIRE)-- Tax work is entering a new operating model. Instead Agents now handle research, tax plans, memos, workpapers, and resolution in one integrated system.