PRACTICE VIEW
Monitor your firm's bookkeeping efficiency
LET YOUR INTERNAL PROCESSES MAKE YOU MORE EFFICIENT.
Practice View breaks down your internal processes to give you better visibility on client submission habits and onboarding patterns. You can use the Client Onboarding Funnel to view information about your most efficient clients as well as submission averages and delays in your workflow.
Features
REQUEST A CALL BACK
Any questions? Request a call with the Account Management team.