Clarity Street
  • Home
  • What we do
    • Our Process
    • Clarity Assist
  • About Us
  • Get in touch
  • Partners
  • Blog
  • Webinars

How grouping your entities in one proposal - screws your automated workflow

12/4/2019

0 Comments

 
This topic seems to surface on a regular basis, especially when accounting firms start getting comfortable with creating proposals after implementing Practice Ignition, the awesome proposal/client engagement software. So we thought we’d address the reasons why, grouping the entities for a client group, into just one proposal for the entire group, thoroughly screws with your internal “automated” workflow.

Read More
0 Comments

    Author

    Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable. 

    The observations and opinions in the articles written here, aim to challenge, inspire and provoke change into making your business better!  

    Archives

    December 2020
    November 2020
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    November 2019
    September 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    January 2018


    RSS Feed

Picture
Book a time with us
Call us +61 437 101 152
privacy policy

Website by addonsite
  • Home
  • What we do
    • Our Process
    • Clarity Assist
  • About Us
  • Get in touch
  • Partners
  • Blog
  • Webinars