Tax Practice – I need to Automate Workflow from Client Intake to Deliverable.

"To Do – Doing – Done"    Need to design a system to advance a Deliverable along the steps in a Workflow Software (CRM) such as Trello/Podio/Monday  – I am open to your ideas on which to use.   

I want Diagrams/Trackers/Workflows designed & explained to my staff; will leave you a stellar 5/5 review!

Hourly Range: $9.00-$25.00

Posted On: January 21, 2024 18:13 UTC
Category: Scripting & Automation
Skills:Task Automation, Business Process Automation, Automation, Trello, Podio, Customer Relationship Management, Automated Workflow, Microsoft Excel

Country: United States

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