A free live session for accounting and bookkeeping firms
One Source of Truth for Every Client
Hosted via Zoom, includes live Q&A
Learn how to structure and manage client records in Engager so data stays accurate, accessible and consistent across your firm.
You'll learn how to:
– Structuring client records effectively
– Using custom fields to capture the right data
– Keeping information consistent across services
– Improving data quality for reporting and workflows
"Amazing software, finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing."
