CPA job tracking and follow up

CPA job tracking and follow up

Need to create an online program to manage contacts, clients, jobs, due dates, status of information received from clients and assignment of jobs to staff. System needs to periodically and automatically send email merge reminders to contacts regarding status of work, what information has been received so far and what information is pending from them. It needs to be able to create and modify what information is required for each job type. Need to be able to export reports and information to excel. Need to be able to mail merge word documents from online database.


Budget : 500 or more | Duration : 1 month

To leave a private message, please click the link for private response in post Action section.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方