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Updated 2 days ago

Clients that are CPAs

Who in here has worked with clients that are CPAs?

T
M
3 comments

Do a fair whack of work with that industry where I’m based. Did you have any q’s mate?

Yes, do you recommend any third-party integrations for client portals, scheduling, etc.?

We don’t tend to recommend stuff, but rather work into their existing systems if possible. Does this client want you to set systems up as well?

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