Share Pre-Planning and Software
Save to Folder
What increments should you be entering time in? (in minutes)
Where can you find the client number for future engagements? (both places)
Who should you assign action items to?
What folder houses the caseware files?
What's the name of the calculator tool we use?
What's the link for sharefile?
Who should be on the invited to a workroom booking?
Name 2 things you should do before going on-site to a client.
Where should you save all client files?
What software do we use for leases?
What is (objectively) the best tool to use for time entry?
