Walkthrough4:10

Set up your firm in FinishTax

Website, booking, team and clients

Chapters

  1. 0:00Intro
  2. 0:06Your firm website
  3. 0:44Online booking
  4. 1:33Your team
  5. 2:12Your clients
  6. 2:51The client portal
  7. 3:25Automatic follow-ups
7:31

A tax season in FinishTax

WalkthroughFrom first contact to getting paid, in one place 2:00

FinishTax quick fixes

WalkthroughWhen a client message won't go out

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