monday.com for accountancy (CPA) firms | monday.com webinars

In this webinar, we were joined by CPA technology expert Daniel Moshe, of Tech Guru. Daniel demonstrates how to automate and streamline your firm’s workflows and improve team collaboration and communication using monday.com!

Discover how to manage monthly bookkeeping, tax returns and your sales pipeline to always stay on top of your leads, all within monday.com. Plus, how to leave the manual and repetitive tasks to robots to ensure you spend time on the work that matters!

You’ll leave the webinar with confidence on how to get started building a better practice and making 2021 your best busy season yet.

For accessibility purposes, you have the option to turn on subtitles from the CC button on the bottom toolbar of the video.

Видео monday.com for accountancy (CPA) firms | monday.com webinars канала monday.com