Double Q&A | Year-End Tasks

Описание: 🔸 Clipped from December's Live Double Q&A
Slide Deck: https://drive.google.com/file/d/1cCFG...
Join our next live Q&A: https://us06web.zoom.us/meeting/regis...


🔸 HUGHES & STRONG CONSULTING:
Find out about our services: https://www.hughesandstrong.com/services
20% off your first 3 months of Double: https://keeper.app/?via=HSC
Check out our "Game Changers" series with Double for more feature deep-dives:
Episode 1:    • Game Changers Webinar Series (ep. 1): Unde...  
Episode 2:    • Game Changers Webinar Series (ep. 2): Unde...  
Episode 3:    • Game Changers Webinar Series (ep. 3): Unde...  

🔸 Time Codes:
0:00 | Intro
0:16 | Brainstorm your tasks
2:33 | Organizing YE tasks
9:10 | Creating & Applying Templates
12:25 | YE Task & Client Lists
14:39 | Live Demo
39:02 | HSC Resources, Support, & Services


🔸 Additional Resources:
13th period for year-end closing (feature request): https://doublehq.canny.io/feature-req...
Publish a year-end client report separate from December (feature request): https://doublehq.canny.io/feature-req...
Schedule to show/hide a year-end section (feature request): https://doublehq.canny.io/feature-req...