For most tax and accounting firms, talking about workflow means talking about the handling of documents. And for most, that means documents related to tax preparation. But although that is still the primary use, workflow applications are becoming part of the tool arsenal wherever there are documents or processes to manage.

Steven M. Wolf has been promoted to partner at Herbein & Co., a Pennsylvania CPA firm. Wolf is chair of the firm's client service cornerstone committee. He also oversees the firm's client satisfaction survey, client seminar series and team training initiative. Read more...

The Securities and Exchange Commission has reinstated Gilbert Bergsman, a New York CPA. Bergsman was barred from appearing before the agency on Dec. 15, 2005 when it settled administrative proceedings against him without his admitting or denying the SEC findings. He is partner emeritus of Raich Ende Malter & Co., which he joined in 2005.

Are you on LinkedIn, Facebook, or Twitter, but you're not sure what to do to ensure your time invested pays off? Do you wonder how your team members are using them - especially related to your firm - knowing that most of them are probably on LinkedIn, Facebook and Twitter, too? It's time to create your firm's social media strategy, training plan and policy! Having all three elements in place will drive adoption and usage of social media by your team members, ensure consistency of your firm's brand and positioning and produce measurable results.