Accounting Workflow Automation – Basic Setup and Configuration

Length: 43 minutes

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.

Automate Your Onboarding – Herding Documents

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.