Hosted By

steffan.ca

For anyone who is overwhelmed or unsure of where to start

Get Focused & Functioning with SuiteDash

with our Professional Onboarding & Accountability Coach

Hands-On Workshop

SuiteDash is a powerful tool that has amazing capabilities. There’s so much to it, though, it can quickly become overwhelming which can freeze up your ability to get it running.

Get Focused and Functioning with SuiteDash will challenge you to get unstuck, identify where to start, and help you begin outlining what you need so SuiteDash serves you and your business well.

This Masterclass will bring you back to the roots of SuiteDash and demystify the components that create unique experiences, help with clear communication, and produce smooth workflows.

Sign up now to elevate your business and discover the SuiteDash potential within your reach!

Bring your notepad or its digital equivalent and be ready to work!

Focus on Foundational Features

Audiences, Circles, Forms, Dynamic Placeholders, and Dashboards

Watch the Replay

Download the Handout

Hosted By

firmnexus.com

For CPAs, accountants, and bookkeepers, introducing…

1040 Tax Prep + Accounting Workflows

(also can be applied to any business requiring onboarding + document signature)

Detailed Overview and Walkthrough of how the Workflow is Built

This Masterclass will provide an overview of how to utilize SuiteDash’s array of unique tools to construct efficient 1040 Tax Preparation and Accounting Workflows aimed at enhancing process efficiency and optimization.

This universally useful workflow focuses on the steps of the client journey as they relate to personal tax preparation, but the concepts can be applied to almost any business!

With such a high client-involved process, automating the client tasks is key to maximizing the overall efficiency of the process. Focusing on internal workflows is good. Focusing on client-facing workflows is better.

With 1040 Tax Prep + Accounting Workflows you will focus on; creating service specific workflows to guide your clients smoothly through their required tasks, using internal dashboards to track what step every client is, and leverage the unique Circle, Dashboard and Portal Page architecture to easily guide clients to the service steps that need their attention.

Focus on New Features

The Masterclass will discuss some of the newly released features and how they can unlock speed in your Accounting or Bookkeeping firm. These features include: Chat with Clients, Landing Pages, the CRM Filter Block, and the Upload & Download Blocks.

Watch the Replay