Ben explains three subtle new features that were uploaded at various points during late December / January 2017, including two new payroll frequencies, a client specific target setting action and route specific widgets for tax job progress.
In the first part of this four part blog we discussed the basic building blocks of a workflow route; the stages, progress buttons and workflow actions. Here we shall look at how you can differentiate all of these aspects to […]
What client work should I, or my colleagues, focus on right now? The ability to accurately answer this question is key to a happy client base. The ability to answer it quickly, at any given time, without expending excessive time or brain […]