article thumbnail

3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are three simple yet effective strategies to help you enhance your information management system. Here are two examples of this.

article thumbnail

IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

Forms 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Ep 247: Email Management for Executive Assistants

LEADERASSISTANT.COM

In this chapter, I cover tactics for managing your own email inbox, as well as your executive’s. Of course, I’d love to hear your email tips and tricks as I’m always down to get more efficient and productive, so please reach out! LEADERSHIP QUOTE Email is the gateway drug of work; Slack is the crack.

Email 66
article thumbnail

Your Roadmap to Effective Office Systems

All Things Admin

Many believe that the terms “procedures” and “systems” are interchangeable, but that’s not exactly true. A system contains all the information you need to handle the accounting functions for your job. A system contains all the information you need to handle the accounting functions for your job. Systems have many benefits.

Agenda 90
article thumbnail

The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52
article thumbnail

Twilio cuts 17% of its workforce

Allwork

To do that, we’re forming two business units: Twilio Communications and Twilio Data & Applications. And today, I’m unfortunately bearing the news that we’re parting ways with approximately 17% of our team,” Twilio CEO Jeff Lawson wrote in an email to his employees. “We have to spend less, streamline, and become more efficient.

Medical 243
article thumbnail

Pre-boarding Can Set Up New Hires For Lasting Success

Allwork

Pre-boarding can focus on building engagement, meeting the new team, having the new hire complete payroll forms, figuring out a start date, scheduling a tour of the workspace, etc. . Have the employee’s new manager reach out with a personalized welcome message either through email or video conference.

UPS 299