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From onboarding to execution
Practice Management Best Practice
As with any practice management solution there are often different approaches to achieving the same outcome.
In this webinar Product Director Martin Davey shares best practice for taking advantage of all that TaxCalc’s practice management suite offers.
- Speed up client creation.
- Standardise your client onboarding processes.
- Obtain fast electronic approval from clients.
- Send a templated email to clients from within TaxCalc.
- Utilise Dashboards to manage deadlines and efficiently action work.
- Make the most of Practice Manager with some quick tips and tricks
Presenter
Martin Davey
Product Director – Practice Management, TaxCalc.
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From onboarding to execution.
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