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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.
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AuthorClarity 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. Archives
June 2021
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