This chapter explains the nature of workflow software and provides guidance about how one can implement it in their practice to manage their paperless business processes. The origin of workflow software is based in the need to provide a tool to manage the flow of engagements or documents in a paperless environment. Process mapping entails identifying each of the key steps in a business process that an engagement flows through, for example, tax preparation moves to tax review. Dynamic Rules facilitates automatic routing of an engagement based on specific conditions. The ability to access the electronic documents and files that are associated with the engagement is perhaps the most important feature of the workflow system. The optimal model for this is when one has a workflow system that integrates directly with a document management system. The ability to setup various types of e-mail notifications is an important feature of an effective workflow system.