WORKFLOW BLOGS
How-to be audit ready with Receipt-Bank: Case Study
22/05/2020
If cash is king, data is emperor. Being audit-ready means transactions being properly recorded on one-end, with the proper source...
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How-to: Build your firm the right way from Day 1
21/05/2020
Starting your own firm can seem daunting. But with the right mindset, vision & mission, tools, and especially a great...
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Podcast – 5 Zapier-Based Automations You Can’t Live Without
14/05/2020
Adding an app like Zapier to your toolbox can be a game-changer – chat with us today to find out...
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Zapier for beginners – A talk with Brian Clare
11/05/2020
Adding an app like Zapier to your toolbox can be a game-changer – chat with us today to find out...
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Closing a Lead and Gaining a Client: Q&A with Practice Ignition
16/09/2018
Your business manager brought in a new lead. Now, it’s up to you to build a winning proposal. You’ve gone...
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