Log in above or sign up or post anonymously
Back to overview Forget password
Back to overview
I started working on a TypeForm questionnaire for an existing tax client that expressed vague interest in having us do client...
Imagine a new spin on flowchart decision trees. Imagine having a tax question like "do they qualify for 199A?" There could be a...
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...
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...
Optimal way to setup, curate, and evolve an internal knowledge base for both employee reference and new employee onboarding....
Scorecard to evaluate clients to determine who are rockstars, who needs up sold, who needs mandatory up sold and who needs fired.
Let's not recreate the wheel over and over when we already have well thought out templates for all different topics.
Tips/formatting/templates for proposals, notification, terms, etc.
A consistent format to compile information gathered from tax research.
Let's work out the branching logic tree in Miro, then put together a guide to enable your sales team.
