Jul '23 in General discussion
Intro
Hello! A big thank you to Martha Shaw for introducing me to this group. Looking forward to cleaning tips, tools and best practices for our firm.
- Where are you from? Raised in Utah, been in Texas since 2009
- Why did you join this community? Introduced by Ops Mgr Martha Shaw
- What project are you currently focused on? Working toward utilizing Redtail to full extent including Implementing electronic document storage/imaging, note templates, workflows and automation - Establishing Client Service Workflow and SOPs.
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Intro
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