7 Ways to Minimize the Risk of Fraud and Liability in the A/P Process for Your Firm and Clients with a Cloud-Based Workflow

We have all heard stories about embezzlement and check fraud within companies this can be an especially critical issue for CPA firms paying bills for their clients. A cloudbased workflow can help reinforce your role as a trusted business advisor to clients by helping you minimize the risk of fraud within accounts payable. In this session, Rene will discuss ideas to help you collaborate with clients while minimizing the risk of fraud and liability. Also discussed will be A/P best practice, including: enabling complete audit trails of client transactions; customized user-roles to help bill-approval routing; and role-based security for better client collaboration. Most importantly, you’ll learn how cloud-based solutions can provide fraud protection.