How to use Asana in an Accounting Firm [August 2020]
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- Опубликовано: 2 окт 2024
- 10% off Asana link:
asana.grsm.io/...
or use coupon code scotthoppe6604
Full article on
whyblu.com/fir...
Download our Asana project template for Accounting Firms
whyblu.com/fir...
This is super helpful! I’m working for a CPA firm and we have been using Asana now for a couple of years, but I am looking for ways to improve the use of it. One question that I had is, how do you move all PY clients to your CY projects? Do you have to repopulate all of your templates for current year?
Still using Asana? We were looking to use TaxDome for our practice, unsure which is the best bet!
Hey how are you? This is great product. Can you please see screen shot of all of the tasks in your boarding guide
This is pure gold! Thanks so much for sharing, Scott
Your welcome! I got a few questions on what subscription we sign up for. We pay for the premium plan of Asana. The two features we love at the premium level are Google SSO, custom fields task dependencies because it adds user security peace of mind and a productivity boost. I use, but could live without, premium features: rules, private teams & projects, and advanced searches & reporting.
[New] Download our Asana project template for Accounting Firms
whyblu.com/firmblog/asana-project-template-for-accounting-firms
@@whyblu6484 is this still available? Link doesn't work.