Takeaways

1. Engage Alive session overview and Q&A management.
2. TaxCalc integration is now live.
3. How to keep clients updated using Engage, demonstrated with recent budget news.
4. How to delete a timer in Engage.
5. How clients can upload documents to the client portal.
6. Engage integration with TaxCalc requires TaxCalc Cloud Connect.
7. How to handle a client who cannot access the client portal.
8. How to prioritise jobs in Engage, specifically regarding period end vs. deadline dates.
9. How to create a custom checklist for a client.
10. Best practices for storing client notes like call summaries in Engage.