How To Track Thousands Of Clients & Never Miss A Deadline
Firm: LWS Tax & Accounting Firm size: 10 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Champion Profile: Blake...
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA