TaxCaddy: Automated Document Request List SurePrep, part of Thomson Reuters 0:17 5 years ago 1 202 Скачать Далее
TaxCaddy - Gather Phase Demonstration SurePrep, part of Thomson Reuters 23:09 4 years ago 6 719 Скачать Далее
TaxCaddy: Mobile Scan and Upload SurePrep, part of Thomson Reuters 0:18 5 years ago 526 Скачать Далее
CCH Axcess™ Client Collaboration: Document Request List - Attaching Documents Wolters Kluwer Tax & Accounting US 1:11 4 years ago 487 Скачать Далее
Improve the client experience with TaxCaddy SurePrep, part of Thomson Reuters 0:31 1 year ago 32 284 Скачать Далее
TaxCaddy Statistics: What’s the Adoption Rate for Clients? SurePrep, part of Thomson Reuters 5:08 3 years ago 191 Скачать Далее
CCH Axcess™ Client Collaboration: Document Request List - Adding Connections Wolters Kluwer Tax & Accounting US 3:58 4 years ago 740 Скачать Далее
How to structure your document requests so people actually respond. BankStride 0:14 2 years ago 14 Скачать Далее
CCH Axcess™ Client Collaboration: Document Request List - Overview Wolters Kluwer Tax & Accounting US 1:00 2 years ago 526 Скачать Далее