CountingWorks PRO Product Update: Adding tags to ClientHub.
Автор: CountingWorks PRO
Загружено: 2025-01-06
Просмотров: 55
Описание:
Tired of digging through endless folders to find your clients’ files? In this video, discover how our brand-new Tagging Feature in CountingWorks PRO 3.0 helps tax and accounting pros save time and stay organized.
You’ll learn:
• How to create tags with a single click
• Simple color-coding tips for quick file recognition
• Easy filtering by tag to instantly find receipts, K1s, 1099s, financial statements—anything!
Have questions? Open a ticket at [email protected].
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