Responsibilities: Ours and Theirs
Responsibilities: Ours and Theirs
What Information are We Responsible For VS What Information Lies with the Client
Related Articles
Audit Review - What's the Goal?
Audit Review - What's the Goal?
Sync Manager
Syncing a Client and Understanding the Sync Manager How to use the Sync Manager How to tell if an audit / stocktake was synced to the cloud, or only loaded to a laptop For security, be sure to connect to the VPN
Getting the Manager to Commit
Getting the Manager to Commit
Document the Client's Commitment to Take Action in Your Email
Communication: Email Document the Client's Commitment to Take Action in Your Email
Account Manager Responsibilities
Account Manager Responsibilities Part 1 Part 2