Welcome back to another article in an ongoing series about ways to save time in your practice. This tip comes from Tanya Hilts, CFP, AIA, of Cloud Business Services.
We use ClickUp, Liscio, and Autoreview Chrome Extension for automation internally and with automated client communication:
- ClickUp automates and templates our internal tasks. We can also share the templates with those we collaborate with, so they aren’t recreating the wheel.
- Autoreview Chrome Extension saves us by reviewing our QuickBooks Online file as an overlay add-on in real time when we are working on the file to determine potential duplicates or file errors.
- Liscio automates our reminders to clients of what we need from them when we need it and this keeps us on track with our bookkeeping services and keeps us from falling behind.
