Roadmap

Squad goals for Realize

Commissions Findaily Jam Sessions Squad goals for Realize Workshops

Create Post

⚡️ by Upvoty

Account
  • Choose
  • Login
  • Register
  • Forget

Log in above or sign up or post anonymously


Back to overview
Forget password

E-mail address already exists: Click here to login.

Back to overview

Back to overview

Click here to sign up with your e-mail address
Trending Top Newest Oldest
6

Prospective CAS client questionnaire

Open

I started working on a TypeForm questionnaire for an existing tax client that expressed vague interest in having us do client...

0
2

Interactive Decision Trees

Open

Imagine a new spin on flowchart decision trees. Imagine having a tax question like "do they qualify for 199A?" There could be a...

0
4

[Meta] Turning "Off" Work Brain

Open

No one wants to think about running their firm on vacation or during family time. How do we get into the mindset of being able...

0
4

Download pay stubs from Gusto

Open

A web-scraping or RPA utility to download pay stubs for a pay run from Gusto. To my knowledge there still isn't a way to do...

0
8

Staff Support and Onboarding Knowledge Base

Open

Optimal way to setup, curate, and evolve an internal knowledge base for both employee reference and new employee onboarding....

0
9

Client scorecard

Open

Scorecard to evaluate clients to determine who are rockstars, who needs up sold, who needs mandatory up sold and who needs fired.

2
7

Typeform Templates

Open

Let's not recreate the wheel over and over when we already have well thought out templates for all different topics.

2
7

Practice Ignition Best Practices

Open

Tips/formatting/templates for proposals, notification, terms, etc.

0
7

Tax Research Summary Template

Open

A consistent format to compile information gathered from tax research.

0
18

Sales Manual for CAS

Open

Let's work out the branching logic tree in Miro, then put together a guide to enable your sales team.

0