Walkthrough2:00

FinishTax quick fixes

When a client message won't go out

Chapters

  1. 0:00Intro
  2. 0:04Ask to book is greyed out
  3. 0:40No booking page yet
  4. 1:21Invite to portal is greyed out
4:10

Set up your firm in FinishTax

WalkthroughWebsite, booking, team and clients 7:31

A tax season in FinishTax

WalkthroughFrom first contact to getting paid, in one place

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