In this webinar we will be covering the setup of the time and fees module. This is the stage 2 of our onboarding as it involves setting up your business processes within the practice management.

Within the Practice Management we will work to add new services, set up deadlines and tasks. Based on this we can also create and trigger automation to remind your clients about their deadlines. We will also look at the risk assessment tools for your practice. Finally, we will also be looking at the tools can be used to increase your productivity in your practice.

Details About the Webinar

About the Speakers

M Mimi Frank


1738677815-a3369db7c5515e88 Surya Dinavahi
Customer Success Lead


1738677816-c632a949285e9a00 Kaltrina Hoxha
Customer Success Executive


1738677817-2d689e12a6b3c781 Chandini Pradeep
Customer Success Executive


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