They provide updates every month that makes our life much easier and work flow great.

Hey,While on a layover I read a article that apple bought workflow and it's now a free app.

You can create custom apps that will allow you to track, keep notes, set workflows, bulk import date, export data, filter and even make an online data entry sheet that you can implement into a web page for virtual assistant data entry.The site does so much that the options are virtually limitless. 

The paid versions include all of the advanced workflow options builtin which make Podio an actual time saver more than just a record keeper. 

Develop a system/workflow.

I'm exploring all-in-one systems or best in class smaller systems to combine into management workflows.

This is such a great post for showing work flow and process.

You have to get an experienced SEC attorney and draw up all the documents and help develop all of your workflows.

I highly recommend the book "FLIP" as it identifies those tasks for you and also provides an excellent workflow chart to keep the process as efficient as possible.

Please feel free to share your workflow when you don’t have a trusted contractor yet, and a lot of experience.