Intuit

AUGUST 30, 2023

Many employers will also provide seminars or webinars, on-the-job training, and sometimes even education expense benefits. Some companies will complete training each year before the tax season starts, but it’s always helpful to have some basic math skills, communication skills for customer service, and experience with tax software.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

Cloud Accounting Podcast

APRIL 26, 2023

52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49) 52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49)

CPA 98

CPA Financial Statements Accounting Accounting 98

Nanonets

DECEMBER 11, 2023

Workflow Example: A potential lead interacts with a webinar hosted by the company. Post-webinar, their engagement and queries are analyzed for urgency and need based on the interaction. Data Verification - Quickbooks: The Nanonets workflow verifies the extracted data against purchase orders and receipts.

QuickBooks 52

QuickBooks Budgeting Invoicing Purchase Order 52

CapActix

MARCH 23, 2023

Excellent Customer Service The new technologies help companies automate repetitive tasks that bring efficiency to routine work. To keep informed on the most recent accounting practises and technology, this may entail participating in conferences, webinars, or seminars. But why is there a need to embrace these new trends?

Accounting 98

Accounting Accounting CPA Accounting Software 98

Nanonets

DECEMBER 18, 2023

Link it up with your CRM to keep track of customer interactions. Sync it with your e-commerce platform for seamless customer service. “Was our service up to the mark?” ” Event Invites and Updates : Hosting a webinar? We will learn how to do this in later sections using workflow automation.

QuickBooks 52

QuickBooks Invoicing Customer Service Purchase Order 52

Nanonets

DECEMBER 12, 2023

How it works - A lead takes part in a webinar. Notification – Slack : Finally, the responsible support team or individual is notified through Slack with a message containing the ticket details, customer history, and suggested solutions, prompting a swift and informed response.

Budgeting 52

Budgeting QuickBooks Invoicing Collections 52

Nanonets

DECEMBER 11, 2023

Pros Nanonets integrates with QuickBooks, Xero, Sage, NetSuite, and other top ERPs and business systems. With special user training materials, webinars, and detailed documentation, Rossum is an invoicing processing software that makes change management easier than ever.

Invoice Processing 52

Invoice Processing Invoicing AP Accounts Payable 52