Having comprehensive control of your documents at any time is important to relieve your day-to-day duties and boost your productivity. Accomplish any objective with DocHub tools for papers management and convenient PDF file editing. Access, change and save and incorporate your workflows along with other protected cloud storage services.
DocHub offers you lossless editing, the possibility to use any format, and safely eSign documents without looking for a third-party eSignature software. Obtain the most of your file management solutions in one place. Consider all DocHub features today with your free account.
well hello everybody this is kathy grosskirth with bookkeeping clean and simple here in austin georgia near metro atlanta and today i wanted to talk a little bit about this new client checklist that you can only get in certain places and ill talk about that in a little bit but one of the things i wanted to talk about as far as this list goes it helps with onboarding new clients that may not have quickbooks online or they may be in an improper level of quickbooks online so theres basically five tabs here that you can go through starting with the client profile it even gives you the skinny on how to use this list and i would just suggest once youre able to access this list going through it maybe with a few of your current clients to see whether or not you can kind of extrapolate their situation and this might even help them get the right fit if theyre not actually in a product thats the right fit for them so at any rate you cant really readily download this from anywhere so what i