Who in here has worked with clients that are CPAs?

· Sorted by Oldest

Tom D.
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Do a fair whack of work with that industry where I’m based. Did you have any q’s mate?
Marcus V.
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Yes, do you recommend any third-party integrations for client portals, scheduling, etc.?
Tom D.
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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?

Tom D.
·
·
Do a fair whack of work with that industry where I’m based. Did you have any q’s mate?
Marcus V.
·
·
Yes, do you recommend any third-party integrations for client portals, scheduling, etc.?
Tom D.
·
·
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?