In case you missed it, we launched sync page access control last week—a way for you to share content from a doc without sharing the complete source doc! 🗒️ Sync *just* your contractor’s task list, not everyone’s tasks. 🗒️ Sync *just* your partner’s invoice, not all of your invoices. 🗒️ Sync *just* your team’s updates summary, not the rest of the working doc. 🗒️ Sync *just* the final press release, not your 7 drafts. This new feature puts the control over sharing in your hands. Check it out and let us know what you think! https://bit.ly/3W7EJaX
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Have you started your September systems audit yet? It sounds boring but it's one of the most useful things I do each year. Because when my business systems are behaving properly, I spend less time at my desk and more with my camera! Follow along step by step here: https://lnkd.in/esY3aDQQ (and you can even get a free template if you hop on my mailing list!)
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Check out my blog post https://wix.to/PYCyYbk #newblogpost
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💤 Tired of juggling CF-2R coordination outside of the registry? CHEERS has the solution for you! Say goodbye to the frustration of phone or email back and forth and streamline your workflow with the CHEERS Assignment Tool. Here's how it works: 🗒️ Step 1: Assign a CF-2R to a contractor in the CHEERS Registry. ✉️ Step 2: CHEERS notifies the assigned person with a link that leads directly to the form. 🔔 Step 3: Get notified when the form is completed! Our mission is to make the compliance documentation process efficient and cost-effective for everyone involved. Ready to save some serious ⏰ and keep your projects on track? Register your projects with CHEERS today! Need help getting started ➡️ https://loom.ly/6iG6lk0
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Need help getting started with the NASFAA P&P builder? Watch our new tutorial videos to help guide you through the process from accessing the P&P Builder, starting a new P&P manual, to rolling over your manual: https://ow.ly/PtuE50Ql2HM
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Word is not a worksite! And we think it's time technical accountants had one of their own. Check out this quick interactive walkthrough of our platform 👇 https://lnkd.in/eUe2-9B5
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Discover hidden gems that transform your record-keeping and supercharge your efficiency with our CAMP class: "Primary Background Supporting Lists (1635)"! https://lnkd.in/gNrkCrD7 From the elusive "Other Names List" to the game-changing "Memorized Transactions List," we've got you covered with this gem of a class! 💎 Don't miss out! Sign up now and let's level up together! 🛠️💪 #BuildYourNumbers #QuickBooksMagic #MasterYourLists
Primary Background Supporting Lists (1635/Level 1)
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We’re back with another installment of New and Improved! ✍️ This time, we’ve got some long-awaited updates to HoneyBook projects and files: → Notes: A new notes system allows you to make and store notes on your projects, clients, and meetings → Public template sharing: Share (and receive) HoneyBook templates easily with just a link → Edit client responses: A new “Edit client response” mode allows you to enter answers to questions, select services, and schedule sessions on your clients’ behalf → Service based scheduling for lead forms: Let clients schedule a session while selecting the services they’d like to hire you for → And more! Visit the link to explore all the latest: https://bit.ly/4b94DQI
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Hand-entering data wastes time and opens your accounting data to human errors. You can end all that easily with hh2 #DocumentFlow Watch: https://lnkd.in/gEyFnxaG
Accounts Payable Document Management Solutions | Free Your AP Manager From Paper Document Overload
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