iChannel Workflow
We are reviewing workflow in Practice Engine and iChannel and trying to make a decision for implementation by the end of August. One of the factors that must be considered in our decision making process is how other departments will use it besides just Tax. Our audit department rarely uses iChannel and they have concerns about selecting this as a workflow option for audit. Is anyone using iChannel workflow for audit process tracking? I'd love to get your feedback.
-
Hi Kelly,
My firm does use Workflow for tax, audit, business services, staff onboarding, proposals and engagement letters and miscellaneous projects. I'd be happy to connect with you to show you how our different departments utilize workflow.
Similar to your firm, the auditors use iChannel in a limited facility since they need to use an Engagement product to store documents, checklists, signoffs, etc. However they do use iChannel for the portal (sending and receiving documents), esignatures for engagement letters and workflow.
Feel free to reach out directly to me at steven@deleonandstang.com and we can set up a time to discuss and do a remote session.
Thanks, Steven Kurinsky
Please sign in to leave a comment.
Comments
1 comment