Strategies for complete visibility across your firm
December 1, 2020 | 2:00 p.m. Eastern Time | Presented by Clayton Crouch and Jeremy Herbel
In this webinar, Jeremy and Clayton will demonstrate how you can use Intuit Practice Management to gain clarity over what your team is working on, where you stand with all of your client relationships, and ensure you have insight into staff capacity to recognize bottlenecks so you can make quicker and better informed decisions.
Register to learn how you can:
- Manage capacity across your entire team
- Ensure no work falls through the cracks
- Know when to hire someone
- Improve internal and external collaboration
- Make better informed decisions based on output, capacity, and client behavior
- Leverage one database as your single source of truth
No matter where you or your team are working from, you will have clarity into where you stand with each client relationship, that deadlines are met on time, and what priorities need to be adjusted.