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26th November

Catch up on this Engager live training session

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 Engager.