We will demonstrate the basic setup process of insightly for Accounting Workflow Automation. From initial setup, to importing your existing contacts, we will help you get up and running fast. After a bit of use, you will be able to manage your practice, tasks, clients, and projects like never before. Repeating tasks, groups of tasks (activity sets), and more.
Gathering information from your clients can be a painful process. But you can automate this process and shorten the cycle for successive tax seasons. We'll show you how to build and effectively use an electronic organizer.
Sometimes things don't go as planned. When you record webinars and meetings with GoToMeeting/GoToWebinar and Zoom Webinars, you often have to re-encode the video for use with popular editing tools like Camtasia, Adobe Premiere or Final Cut Pro. It's a battle, but we'll show how to tackle it.