Here are some tips for processing the work you get from your Cashflow Manager clients in the most efficient way for your practice.
Watch the video below to see exactly how to perform these five steps in Cashflow Manager. Plus there is also the answer to one of your frequently asked questions included.
1. Get the backup file from your client
How do you get your client’s data?
The easiest way is to get them to do a backup – get them to [...]