[CPAGeeks] Audit Project Tracking

From: Josh Pivato <jpivato@xxxxxxxxxxxxxxx>
To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
Date: Wed, 10 Jun 2020 19:58:57 +0000

Hello all,

I’ve been tasked with getting our Audit projects in a project/workflow type
system for tracking and I’m wondering what everyone else is using.

We currently have CCH Axcess Workstream and we’re using it for all Tax related
projects but our Audit projects are lacking. A lot of tracking is handled in
spreadsheets and information is entered twice or more because of it.  After
talking with our rep and various consultants at CCH they all more or less told
me Workstream wasn’t really meant for audit projects and best case scenario can
be used for tracking the audit project budgets.

Any ideas or suggestions for a new system or how to configure Workstream would
be appreciated.

Thanks,

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Follow-Ups:
- [CPAGeeks] Re: Audit Project Tracking
  - From: Clay Moreland

[CPAGeeks] Audit Project Tracking

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