enfr

News

News > Webinar Recordings Now Available: Client Manager

Webinar Recordings Now Available: Client Manager


Fine tune your Client Manager skills with this three-part webinar.

Client Manager Part 1: Basics

Click a timestamp below to jump to a topic:

  • Client Manager setup (2:57)
  • Indexing and folders (6:23)
  • Setting up an additional folder (15:17)
  • Basic searches (19:50)
  • Views and previews (22:44)
  • Opening and carrying forward files (26:36)


Client Manager Part 2: Search and Batch

Click a timestamp below to jump to a topic:


Client Manager Part 3: Layouts and Exports

Click a timestamp below to jump to a topic:


Presented by: Andrew Little
Dates: December 18, 19 and 20, 2018


 

Join Our Newsletter

Sign up to get TaxCycle news delivered right to your inbox.