5 Steps to Using Cashflow Manager More Effectively in your Accounting Practice

To process the work you get from your Cashflow Manager clients as efficiently as possible, make sure your practice is following these five tips. For a step-by-step visual tutorial on performing these five steps in Cashflow Manager, simply watch the video below. Plus we answer one of your frequently asked questions. 1.Get your client’s backup file What is the best way to get data from your client? Certainly the easiest way to get complete and accurate data is to ask your client to [...]