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Pre-Planning and Software

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