You can view Workflow Steps and the user and user email of the assigned approver For directions on monitoring workflow progression for programs that have been submitted for workflow approvals, go to: ...

ShareFile is now the exclusive AI-powered document workflow solution in AICPA's Member Discount Program, enhancing CPA collaboration and security. Progress has partnered with the American Institute of ...

OAKS, PA--(Marketwired - May 20, 2015) - As financial advisors look for new sources of productivity and efficiency, SEI (NASDAQ: SEIC) announced today the launch of SEI ProcessWise, a comprehensive ...