Onboarding New and Returning Clients
How to onboard new and returning clients
How to onboard returning clients with organizers (Video)
How to onboard monthly bookkeeping clients into Truss and create recurring tasks (Video)
How to onboard a new client (Video)
How to use PDF organizers to Auto-Create Projects (Video)
How to create 1040 projects from prior year data (Video)
How to create Projects for business entity tax returns (Video)
How to schedule your January tax invite email (Video)
How to onboard new clients with Enhanced Onboarding (Video)