The videos below form a guide to the Accounting and Auditor Practice Management and CRM App. It will take you through various functions and workflows you will need to use the app. Please ensure you have uploaded your clients before watching these videos. If you still need to upload your clients, please click on the button below to go to the getting started blog post or contact firstname.lastname@example.org for assistance.
If your clients have already been uploaded, please continue through the videos below. If you have questions at any point, email email@example.com or send a WhatsApp to +27 63 426 0080.
In this post, we will cover:
2. Client Log, Unique Tasks, Firm & Adhoc Tasks
3. Quick Tips: Search/Filter, Manage Columns and more...