Client Manager Part 1: Basics - December 18, 2018

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Fine tune your Client Manager skills with this three-part webinar.

Click a timestamp below to jump to a topic:
• Client Manager setup (2:57)
• Indexing and folders (6:23)
• Setting up an additional folder (15:17)
• Basic searches (19:50)
• Views and previews (22:44)
• Opening and carrying forward files (26:36)

Presented by Andrew Little
  1. TaxCycle
  2. TaxCycle
  3. Client Manager
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Voice is not clear it's very hard to listen, I have tried two three speakers and head phone. But accent is not clear for words

rajeshgarg