ClickUp for Accounting and Financial Firms

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  • Опубликовано: 20 янв 2025

Комментарии • 8

  • @ZenPilot
    @ZenPilot  5 месяцев назад +1

    🚀Let us build you a more productive, profitable, and healthy firm in ClickUp: www.zenpilot.com/clickup-for-agencies

  • @chaquita7386
    @chaquita7386 Месяц назад

    What's the advantage of having a folder per client vs only having a list per client? I'm trying to justify adding another layer to the structure.

    • @ZenPilot
      @ZenPilot  24 дня назад

      Good question - sometimes a List only makes sense, though that's not usually the case. We design for this and a whole host of other situation-specific variables with every client we work with in our Blueprint process so can help you with tailored advice for your situation there :)

  • @davidhartley-smarteraccounting
    @davidhartley-smarteraccounting 2 месяца назад

    Great...can i copy steps by step processors from Excel or MS Word?

  • @oksana2230
    @oksana2230 5 месяцев назад

    This is great, thank you

  • @TheCozyBookkeeper
    @TheCozyBookkeeper 2 месяца назад

    Dunder Mifflin! 🤣🤣🤣🤣

    • @ZenPilot
      @ZenPilot  2 месяца назад

      We love the office!