New software offers more than just a calendar and a to-do list. Clearly, one of the hottest topics among financial advisors this year appears to be workflow-and how to get a handle on it.

I've cycled through more productivity apps than I care to admit. Each one promised to be "the one," but they all suffered from the same fundamental flaw: they forced me to think in their structure, ...

One of the Todoist features I miss the most as a Things user is the service’s natural language parser. Available in the Quick Add field of Todoist for iOS, web, and macOS, this feature is, effectively ...

Tim Smith has 20+ years of experience in the financial services industry, both as a writer and as a trader. Eric's career includes extensive work in both public and corporate accounting with ...

A recent survey noted that workflow was one of accounting firms’ top technology challenges. The survey found that 62 percent of responding firms had no workflow software – 38 percent had no workflow ...

Things by Cultured Code is already a beautiful and powerful task manager, and the latest update adds a handy new feature that makes it even more capable when it comes to capturing your tasks. Mail to ...

A newly launched iOS application dubbed "Workflow" enables users to drag and drop combinations of more than 100 different actions to create automated and complex workflows. As part of a "launch ...