Streamline Your Accounting and Tax Workflows with airSlate SignNow's Pipeline CRM for Accounting and Tax

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uh those of you who are on this webinar know that running an accounting firm is more than just doing taxes and bookkeeping and recurring services for your clients you also have oftentimes sales you have marketing you have customer support and of course you have your staff your administrative teams and all the different tasks that you've assigned them to do and what we found in working with cpa and accounting firms over the last couple of years is that practice management software although it can do maybe the taxes in the bookkeeping well it tends to be rigid and also not as up to speed with technology and so it's only serving one small part of your business and it's maybe not as intuitive or user-friendly to maintain as your staff begins to grow and change and you need something that's more flexible user intuitive and maybe a little bit more fun to use as well so monday.com for those of you who don't know is an incredibly flexible software it's no code and it really um exists to help everyone on your team to manage their tasks their workflows and to collaborate better which is very important in this remote or hybrid work environment that we're living in right now and at lucid day we're here to help you set up and use monday.com in a way that works best for you for your team for your firm ultimately the goal the result is that you have better visibility into what everyone on your team and on your staff is doing and that everyone's on the same page because they're all in the same system and the goal ultimately is that you have your best busy season yet because of that and of course that you're able to grow your firm retain your staff and get new hires that are excited to be a part of what your firm is doing so that's why we've created this workflow solution for you using monday.com i understand that some of you may have to hop on and off on this webinar and so if you don't have the opportunity to watch the whole thing through where we'll talk through the whole solution at any point in time you can go ahead and navigate to our website here lucidae.com monday for accountants and cpas i'm going to actually throw that into the chat so you can grab it if you do need to leave because on this space is really your next step so if you're interested in learning more and maybe getting to try this out yourself the next step is to go here and to get a demo um that is how we would love to meet you and show you the solution and show you how it can be customized to your firm's needs so if you do have to hop off that's the space to go and also we'll be we're recording this webinar so you can catch up when we post it live after we're done so let's without further ado get started and the first thing that i want to mention is just for those of you who have never used monday before i'm going to give a lightning round um run through of how monday is organized so monday is organized for many people it looks a lot like um a like a spreadsheet which it does kind of there's columns and rows and things like that but let's zoom out a little bit more it's so much more than that and where it starts is what monday calls the workspace so you organize your monday.com in terms of workspaces that's your highest level of organization for your firm so for you you may have an accounting workspace bookkeeping workspace maybe you just have a workflows workspace and then you have a dedicated hr workspace crm or sales you want to try and cover everything that your firm does in monday because that's really the power of the of the software it can cover everything that you do from start to finish every day so that's your workspace highest level of organization and then once you get into the actual workspace itself you can see that you have these folders and inside these folders are what monday calls boards and that's really what we're going to be focusing on today is looking at the boards that are part of the workflow that we've created and what's inside of those boards it's a very powerful space like i said so much more than a spreadsheet where you can have a relational database you can have automations that notify you and certain things are ready to start or late you can do formulas and beyond it's an extremely dynamic space and then those boards roll up into what monday calls a dashboard so this is kind of the language that we'll be using today and walking through so that it makes a little bit more sense from a landscape perspective what we're looking at let's hop into our cpa solutions specifically just to start we know that there's a lot in here so if the cpa solution is something that works for you we do have a space where you can view videos of how basically what we're doing today each of the different sections or folders has its own dedicated video of how it works we really want to make sure that this is a full-fledged solution that you can get started on and working of course we're always here to help you but we also want to empower you to understand how to use the system from start to finish let's go ahead and start in our client management space sometimes when you're just getting started or maybe you're a firm that hasn't had to do this very much because you just know a lot of people or you've had a lot of referral business or you just had a book of business that you started with and you didn't have to do a lot of customer or client relationship management or sales but now you're at the point where you want to grow and we see this a lot with firms they're just they're ready to take their firm to the next level they and to do that you need more clients and so that's what this space is for client management in this space you have just as an overview a new client slash account sales pipeline an active accounts board and an account contacts board a lot of times you have one or multiple contacts for a given account and so we separate those two and then can relate them together through monday's automations let's first look at this sales pipeline the first thing we always like to mention with monday is that you can customize pretty much anything so let's say for your firm if you don't like new clients such account sales pipeline you can just change this to say new business so anything that you want you can change it to to read that way what makes sense to you anything that allows editing can be changed so maybe you don't use point of contact maybe you use i don't know person of interest so everything can really be customized to the language that maybe you and or your team is used to nothing is rigid in that sense in our sales pipeline we have our incoming leads our active leads and then our closed one are paid and our closed loss those who didn't come through for whatever reason and it's a great way for you to organize who you have coming in if you want you can even create a form at a click of a button that you can put on your website you can send out maybe even to your current clients and give them a referral bonus if they have someone fill this out that they know another business so that form is possible within monday click of a button it creates that form someone can submit it and it shows up on here without you having to do any work at all the other thing that this captures is your ability to [Music] show your contact like how much you've been contacting somebody this is especially helpful if you have maybe more than one partner at your firm who's doing this if it's just you maybe you don't need to keep track of this very much but as you can see we have a number of partners here that are working these particular leads and so for them to keep track for themselves and for everyone on the the partner team is very helpful to to know where we are in the contact cycle and where we are potentially in the engagement letter cycle as well as whether this has been paid or not paid so we're going to go ahead and just take a look at one of these we're going to look at delighted coffee so let's say we're we're working delighted coffee after the first attempt they've actually decided they'd like to go with us and so we've qualified that particular lead or that particular uh prospective customer and that's going to move our delighted coffee down to our active leads without us doing anything so that's an automated thing that we have built in to this solution so we have 13 automations that we have active on here these are all created out of the box if you get the solution you don't have to create any of these automations they're already done based on our work with other firms so when that go when that moves down uh we can continue working on it and we'll we'll say that they went ahead and signed and we're just going to breeze through this really quickly and say that they paid and that's kind of the key to this workflow once they have paid i'll just show you that particular automation it's going to throw them into the rest of the workflows that we have starting here and that's really what you'll see a lot of in this workflow so when a when something changes when a status of a of a client or the status of a of a task or workflow changes it can automate and move to different spaces and it can set dates it can notify people when the status changes and there it went it did move so if i scroll all the way down you'll see it's just catching up it's playing a little bit of a thursday moment with me but in a moment we'll see it show up in our active accounts so we're we're looking for delighted coffee we'll see if it's caught up to itself while it waits while we wait for it you can see that we have a bunch of new accounts that have been sent over in this way and that they've automatically been connected to our point of contact so if i navigate to this particular um judith stein is who i'm looking for in my account contacts board search for it up here you'll see there is my contact and they are already connected to this particular account i can click on this account i can see any information that has to do with this account not in a horizontal spreadsheet sort of look but actually in a vertical broken outlook it's a little bit more user friendly and i can actually update anything in here and it will update anywhere where this is linked so let's say judas stein changed their email they are now judah.stein at gmail.com we'll just say and i update it here i close it out you'll see that it not only updated there but it also updated here so it's a relational database we see this so often with firms that are using spreadsheets you update it on one spreadsheet and you have to update it on every single spreadsheet and no admin or staff member is that good to be able to remember every single place where that exists and to go and update that so this allows you to update it one time and then wherever it is linked it updates automatically very helpful if you have contacts change or get added or of course if you have information that changes from your contacts so this is how this particular thing can work and you can see our delighted coffee came over and it's just gonna take a moment to link here but it will link to that other board the other thing that this particular active accounts board does is it allows you to assign your services so this particular client delighted coffee when they filled out their form that they're interested they let us know that hey these are the services that we want from you and we've sent the engagement letter for these services and they signed and these are the ones that they ended up wanting so your admin would go in here through the onboarding phase and they would take a look at what we've got well we've got our 11 20 and our audit which we both are going to be doing we'll do our 11 20 annually we'll do our audit quarterly and then they want weekly bookkeeping so i'm able to fill in the services here and then once they're ready they've been onboarded i'm going to set my services and that's what's going to push them into our workflows so there you go you saw our person got connected there and now if we go into our workflows we'll see how those just got sent without us having to move anything all we did is set the services super easy for you as a partner your staff person or your admin to make them move through the system before we go there i just want to cover one other thing with this active accounts board a lot of times with our the firms that we work with they're not just working through in order to grow their their firm maybe they started just doing tax returns and now they're doing some recurring services well now they're starting to do strategic planning and they have this huge book of business of active clients and they'd like to instead of having to find cold cold call or find new people that way they want to go back into their existing book of business and re-engage have a conversation maybe it's a quarterly conversation where one of the partners that that has this particular client gives them a call sees how things are going hey i noticed that you like uh you know you know that they like the cubs and so you're able to talk about the cubs game that was just on or you can talk about their kids things like that that's what this is really meant to also work for you for and so you can depending on when you last engaged with them automate when to next engage this can notify you as the partner or notify the partner that hey it's time to engage with this particular client again and then you can utilize monday to keep track of these particular things about the client so if i go into my updates i can make a note their daughter just had a girl and that way when i call them in three months i can see okay three months ago they had a grandchild so i can mention that to them so it's a way of keeping track of your your existing and your new clients um so you can keep track of all that information and really grow your business as your firm starts to grow all right any questions about this client management space what you see happening as i walk through this and maybe your questions have to do with the hot item i'm sure on all your minds which is this works workflow space but if any of you have questions on this client management go ahead and throw those into the q a or the chat any questions i am not seeing any right now but i think something that's probably also on people's minds is what if we have multiple points of contact so what if we have one person who was talked about in the overall new account and then we moved to active and maybe they switch or maybe we have another person yes perfect that oftentimes happens you may have um for example let's take this client that we just added here serious star construction let's say ella is in charge of finance but you also have somebody else uh we'll say nick valentine is also in charge at that particular company but he is maybe a partner and so there's two ways to do this one is to automate it but the easiest way right now to talk about it is that this little entity right here and is called an item card in monday i can click on that and i can easily search for the account which is serious start construction and i can link it and then again since i linked it here it's going to link i'll go ahead and search for serious stark instruction and you can see that i've got both of my contacts that automatically linked i can mirror over information so right now you can see i'm mirroring both of their emails so that if i wanted to email both of them using an integration and email integration i could do that without ever having to go into my email so that's the way one of the easiest ways to connect multiple contacts to an account like i said that can be automated as well but right now i'll just show you i just showed you the manual way to do that awesome if there's no more questions let's hop into the workflows so i think before i get going we had set the services for our friend delighted coffee so i'm going to go ahead and work through the services with that particular company so they wanted 1120 audit and bookkeeping so i'm going to go ahead and navigate first to my 1120 board where i'll see my delighted coffee they sh they showed up there you can see it automatically linked i even had this set up because at our firm we had the same preparer every time for 11 20 in the same reviewer so i was able to actually automate that so i didn't have to assign it so it comes in here it automatically assigns upon creation it automatically connects this to the client and you can see that we're using what monday calls the status column to denote the different steps of the return and this is one way that you can use monday and organize it and then within the solution we have a variety of already built out automations that will for example notify so i've you can see here when the preparer is assigned which happens automatically they're notified so i should see a little notification there and there it is delighted coffee is ready for prep so i'm notified automatically the other things that we have going on here is that when for example an item changes to approved or to assembled it's going to notify the next person in line so you're always keeping that task moving you're never in question what do i need to do where is it bottlenecking what's my task when should i do it it's always always moving because this is attached to a notification built in so as you can see it moved down to assembled and it's going to notify my reviewer colleague daniel and once he's taken a look at that i he will approve it and that's going to notify me and in just a moment you'll see this little bell change to one i can even get an email that lets me know that it's been approved and i can go ahead and submit it for the client's approval a few other things that show up in here you can see we have the ability to time track um so that you know how perhaps you want to know how long a particular return has taken from start to finish so you can get that idea for a reporting like hey great job this year staff we had an average turnover time from start to finish of getting our returns done in 14 days and it will show you that or oh this is an area that the staff person needs to work on or maybe the team isn't caring about this as much this particular return took seven months and actually on average they've taken about five months or something like that so we can use the time tracking to get that piece of information we can also set due dates you'll see that once it's been sent it automatically collects the date same thing for when it gets filed it gets automatically set there and the last thing to note about this without going into too much detail is that this can also be set up to automatically email the client so really what we're wanting to do is get you out of your email email back and forth having to search through your email threads to find things and be able to email in context so with monday you can email for example a particular form maybe the 8879 for the 1040 is ready to be signed you can actually email that directly from monday using monday's email integrations and be able to to send that to the client so that they have it automatically without even having to compose the email you can set up a template and then when this changes to sent to client it automatically could send that out and not only that it can also show a log of those emails so you can see when was this email sent when was it opened um you can see a response activity of of that so again it's all about capturing those emails in context and saving some time on your end so you have time you and your staff have time to do more important things then check your email and search your email and be transferring things from one place to another you can use a link for client documents or for files but you can also link straight from your sharepoint your onedrive or if you use another document management system you can link from there as well that same system is how it works for 1040 as well so it's the exact same system it's just obviously a different form um you may have some uniquenesses to the way this ways that you do 1040 or 11 20. if for example maybe you this is great oh i love that this is kind of a large overview of the return tasks but what about you know the schedule pays that we have to make sure that we get or particular pieces of documents that you want to make sure that the client has submitted you can use what monday calls sub items to capture those open items or open documents so this can be automated or it can be done manually you can put in those particular pieces assign an owner a status a due date or simply actually build out even different columns that might help you but in most cases this is going to be how you would use your sub items as sort of a sub checklist to your to that particular return or that particular workflow now that's just for forms and that's a one-time thing typically what we also have in here are recurring workflows and the way that we there there are a number of ways that monday can do recurring workflows and we found that in working with firms this is the best way however like i said there are a number of ways this is a system that recycles itself so depending on the particular frequency it allows your accountant or your staff person to keep track and and work on that particular recurring task and when they're done it recycles the date so if it's weekly it would recycle it to the next week if it's quarterly to the next quarter so on and so forth even if you have a specific like end of month it's going to recycle it to that particular whatever that end of month day is and at the same time give you an audit trail because if you recycle it over and over again you'll never be able to know if it actually got done because everything just clears itself so i'm going to show you how that works so we'll take this we'll take our friend here delighted coffee we'll just say that for this weekly it's actually due today and um i'm going to start start this it's very last minute and while that is functioning i'm going to look down here at my um one that i've already had started so great fox corp i gathered the paperwork and processed it all at the same time so i'm going to go ahead and click processed and this is going to update here to done and then you're going to see this recycle the date and clear everything today my like i said my computer is having a bit of a thursday so it might take a little bit of time to to catch up but what will happen is that once it's once it catches up it will create an item here on our audit log and so these are our completed recurring tasks for bookkeeping as well as reconciliation you may have other recurring tasks that you can put in here easily and it logs the client it logs the accountant who did it the re the occurrence the date it was due and the date it was completed and then it links it so that you're able to see that particular client if need be so this is your audit trail and then for our bookkeeping itself there it went you can see it process it to done and in a moment you're going to see this all recycle and clear and move itself back up to upcoming a few other things to note about these particular boards is there's an ability to mark something as stuck or if something is late it can be moved down to stuck as well which can be very helpful for you to know that there's a bottleneck there's a problem and something maybe you need to step into as the partner and help that your accountant figure out that particular information i'm going to show you in a little bit easier of a view so we'll get back to that in a moment but i want to stay on this bookkeeping board for just a second if you look to the right here you're able to see again we have that email linked so you could email the client directly from this board either manually through monday or an email integration through monday as well so if you wanted to keep your client up like for example when you're requesting receipts you could automatically have that email the client please send in your receipts for your um bookkeeping for the month so that someone's not having to take that time to compose that email every single week or month or whatever the frequency is there the other thing that you can see over here is a link to documents so you can also have your clients submit their documents via monday via a monday form and it will automatically link it to these recurring any of these workflows and notify the accountant so again you're reducing that time of of having to wait for the client to submit a document or having to chase them because it's all captured in monday it's all in context and it's all right here so if i click on it you're gonna see it's connected to that incoming document there it is right there i can grab it i can move it on to our sharepoint or i can keep it on monday if that's the best way to move forward that's the recurring workflow and as you can see our right here i think this is the one i moved it has recycled itself and started back over again so that's how this recurring workflow works it's the same thing for reconciliation exact same process it just depends on the frequency and again these can be customized maybe you have a trimester frequency um that you want to throw in there or a semester frequency all of that can be customized to your firm's needs very easily if you have other recurring processes these can be duplicated very easily so it's all meant again to be kind of out of the box for you i'm going to jump into these dashboards quick i know this is a lot to take in so please throw your questions in the q a if you have them otherwise i'm going to jump forward into these dashboards this is really one of the things that a lot of firms lack especially in their practice management software is the ability to see across an entire your entire portfolio or your entire staff what's really going on and so the dashboard is set up to give you that we're looking at our client management this is across our whole firm you could do it across all of your returns all of your bookkeeping it can be kind of customized in this way but it's right now just showing all of your portfolio so you can see that i have certain delineations of what's gone on i can also see tax return progress and i can click into any of these and see what's going on so i have these four that are listed i can see who these particular people are and uh who who is in charge of them same thing here as well so if i want to know what's stuck i can click right in there and i can see just without having to go to multiple boards or even to have these people reach out to me i can go in here on a daily basis and see who's stuck and then help this particular accountant to unstick this client also late tasks which is really a huge huge piece if you have if you're not in the office or your hybrid team fully remote it's very important to be able to see across all of your clients who is late on doing their tasks so this is filtering out across your whole monday account who is late what is the client who's the client who's the person responsible how many days later they what's the status of the project so that you're not having to again fish for this information or just guess or keep yourself up at night it's all right here it's ready to go it's been filtered same thing here with our client deadlines we're able to see across all of our different types of services what our deadlines are for the clients what's so awesome about monday is that in seconds you can change this maybe you hey this is great i like it but i really want to see this information not grouped by services but i actually want to see who's got some deadlines coming up so i'm going to group it by people and now i can see without doing anything by my staff who's got deadlines coming up wow okay my staff person rachel is super behind on this one so i can see that just again at a glance i can click into that and see that information i can even write to rachel here hey rachel what's the status here this is a couple weeks late and it's a really important client and of course if i'm in the office i could go talk to her as well but this is a really quick way to see that information and i really can do group this by anything i had it grouped by boards and i'm going to show you now a similar thing in our staff management this is another big complaint that we have from firms is that they have no way of knowing what their staff is working on how much has been assigned to them and especially during busy season what can be assigned to them so if you have no idea what your staff has on their plate you might over assign one person and you may under assign another person and so the one person who's under assigned is twiddling their thumbs or doing other things the person who's over assigned is losing their mind and not getting their work done so it's again a quick glance so you can see that information and when it's not busy season and you have projects you want people to work on it's a great way to make sure that you're utilizing them in the full-time capacity that you have them this is also super helpful of course during busy season if you have contractors to make sure that they are you've assigned them the right number of hours so that they are actually working for how much you contracted them for so you'll recognize this capacity calendar looks the same as what i just showed you it shows what those deadlines are for each of my employees and the status of those particular things i can also see across my staff how many tasks have been assigned to them so i can see okay you know garrett and monica have less on their plate than any of my other staff people so i'm going to go ahead and give them some more maybe i'll give some of tonya or julie's work to them and the other way that you can check capacity in monday is through what's called a workload widget and the workload widget is really helpful because it's by time so it takes the due dates and it it captures how many things have been assigned to that particular staff person and you can set limits to that so let's say during busy season you don't want anyone to have more than 40 clients that they're working with because that's way too many so when someone has more than 40 clients it's going to show up as read you can easily allocate that work to someone else or maybe it's by hours you don't want anyone obviously to be working more than you know during not busy season 40 hours and maybe during busy season 60 and so you can set those here so you make sure that they're not working more than that and you can reallocate if i click in here you can see this and i can easily reallocate this to another preparer that has less on their plate and again we have our handylate tasks always good to know when something's late and why and if there's anything you can do to support your staff to get it through through the pipeline that's our workflow section our heavy section there does anyone have questions about workflows before we move on to how we can use monday for client interaction that was a lot of information there's a lot of things going on in these all of these workflows a lot of automations any questions about capabilities of monday can it do this is there a way to change this those are the types of questions we'd love to hear if you have them i think a good question that i hear sometimes is with the history audit like how do we export that if we want that as a report that we want individualized for a client great question and so and that's a great question too because you know as much as monday does a better job in a lot of ways in excel we still sometimes have to export to excel for reporting and so monday knows that and we can re we can export any board to excel and get a quick uh report of that so that's one way we can export that information we can also use this information in a dashboard with at the end of the year maybe to see how many for example we might want to see how many weekly bookkeeping tasks we we did how many we completed on time how many we completed late these are all reporting metrics that can be done straight in monday with the information that we have here otherwise we can export that board to excel and get that that audit trail because maybe at the end of the year we we're going to delete what's been done and but we still want to have that living somewhere on our on our sharepoint or on our local computer awesome okay let's move on to client interaction this is a huge piece of how you can use monday and there are a variety of ways to do it it just depends on your firm and how you want to work and we have those ways delineated here in this particular folder so to start some of you may have a firm where let's say you have 300 clients but you have five clients that are super high touch and you want to make sure they have the best service and they have every single one of your services and so making a separate board for them in monday makes sense you wouldn't want to do that for all 300 of your clients that's what the workflows are for those workflow boards but let's say you have those those five high-touch clients that you want to give special attention to you could use this board and every single month you have different tasks that you need to do for them and you'll see this looks very familiar to what you've seen before prepare reviewer we've got a due date we've got our status column time tracking we can put in documents in here we also have the ability to create dependencies so that if this is the same every month once one task is done it can change the next task to ready to work and notify that person who's next in line this so it can be like a standard list a waterfall of tasks or maybe it's unique every single month either way you're able to delineate that by month you can also if you want in this client template actually invite your client to this particular board so maybe there are some of these tasks that the client needs to do we could create another column for our client could be a team of people could be an individual you can invite them to monday as a guest their free user and then they're able to get in here they can be notified via automations or emailed when things are ready to be done or when you need them to do things and you can even set it so that when they log in here all they see are the tasks that have been assigned to them they don't see anything else and that's of course for two main reasons one you don't want them to see other information because they may maybe shouldn't or you don't want them to change that and also it's a courtesy no one likes to come into a system where they don't know 95 of what the information is they want to just see they're busy people they want to just see what you need from them so monday allows you to do that by inviting them to to the system as a guest they only see what you want them to see now it may be also that you don't have those high-touch clients or maybe you have 300 clients and they're all high-touch you wouldn't want to create most likely you could but you may not want to create a board for every client it's possible in monday but it may not be the best practice for the system so in that case you might want to have a board where you can request documents from a client and again assign them to it they can come into this board when they're notified when something is needed and they can upload this documentation at the click of a button and they won't see other you could have all 300 of your clients on this board and they will only see the documents that have been assigned to them so they won't see if you have another client that you're working with they won't even see that information at all and you can even customize the view which we have here our client view so that again it's only showing them what they need to see and what they can actually interact with so we're going to upload our document here we can certify it if we want to we can send it or save the draft and this is tied to automations that keep things moving so again if i sent that was ready to send this document for the tax certificate when i came in here in a moment it's going to change this to document sent and it's going to notify the accountant who's working on that particular tax certificate for that particular client that's one way that you can invite your clients in to to send and and look at particular documentation the other thing to note about this is that you can also create a dashboard for a client this is easier than creating 300 boards maybe because it's just capturing information across the whole account that has to do with that client and again because they're only seeing what you've assigned them to they're not going to see anyone else's information this in in effect it becomes kind of like a client portal and i have this set up for this particular client jnb construction company llc and they can at any point in time come in here it's going to keep things constantly updated depending on on what you're doing with them so you would want to make sure you're updating their particular tasks also as you can see it's showing when things are stuck so what you want the client to see is an important thing obviously to consider but monday allows you to filter that information down so let's say you didn't want them to see things that are stuck you could filter that out or maybe you do because that means hey you need some information from them so can they please address this particular ad hoc task that you they've asked you to do they can come in here and and help you with that with again limiting that email back and forth and waiting for the client you can also have them upload their documents here so again i'm able to see the incoming documents that are needed for me my june financials and i can send them in this space right here i can also upload them directly from a form that's linked here and this will um allow the document that i've i've submitted to go on to the monday system so it's a little bit easier maybe a little bit more intuitive for your clients who um are more used to forms and less used to something that looks like looks like this to get that document to them and then you can also leave conversations with the firm here the reason why i like something like this is because again it is keeping things in context as opposed to email that can get very convoluted and you can lose things especially if you're working with 50 different clients throughout busy season it's just so hard to keep track of things let's get off of email let's start communicating within this portal we can write messages to one each other one another we can reply ask questions and not ever have to go to our email so that way there's like an egg in the audit trail of the communication that's been set up and that's the general idea behind the individual client dashboard that again can be duplicated for all of your clients if you did want to have them in monday interacting in the way that you you've set up for them to interact with the system we do recommend that because it's again putting everything in context so you're not having to fish through emails or phone calls and things like that any questions about the client interaction space the client template we have our client document requests and this document uploads is just a different way to get that same information using a form this would be particularly if you did not have your clients invited to the system and you just wanted to send them this form when you needed a document from them they don't need to be users in monday to submit a document through this form because this is simply a url that you can send to them and when they open it it will just be the form that they can fill out submit and it populates your board without them having to use monday but it does require more manual work to not have them in the system which is why we recommend that you put them in any questions about client interaction i do not see any at the moment awesome a quiet group um hopefully you're all munching on your lunches right now um well to wrap up this cpa solution is available to you um however we do want to meet with you first so if you are interested in this particular solution and trying it out seeing how you can customize it for your firm the way to do that is to go to this landing page here that we have for you monday first accountants and cpas to get a demo this will send you to um to us so that we can meet you and we can find out what your specific firm's needs are because every firm has different needs we can determine whether monday is the right fit with you we can determine whether solution is the right fit for you and just make sure that that you're getting the best software this year for your next busy season for your team and your your firm as it grows this is the next step so that we can we can take take your firm to the next level with you i have a really quick question um that came in um i have someone who's asking your recommendation was not to have a board per client specific to scenarios in which we want the client to collaborate in the system or in more general so the use case of the template one [Music] so i think i'll i'll go through what i think the question is and then please let me know if i didn't answer it there's nothing wrong with having a board per client in monday um unless there's a few reasons not to if you have um more than 50 or 60 clients it's a lot to manage let's say again like you have 300 clients that's that's a lot now you could still do that you can have as many boards as you want on monday there's no limitation so if you wanted to have 300 boards aboard per client and have it be customized and invite those clients to those boards to interact there's nothing wrong with that where where it becomes an issue is depending on how you want to see that information captured in a dashboard so monday does have a limitation you can only link 60 boards to a dashboard so if you had 300 for clients that you would have to have multiple dashboards which is maybe okay there are workarounds um to to get around that um and we know those workarounds we can we have and can work with you if a board per client is the right move for you especially if you're inviting clients to each of these boards but we would want to make sure that that was the right way the other thing that's just challenging about that way of doing things is it can be a lot of management and maintenance if you think about having to go to 300 separate boards as opposed to maybe um six or seven workflow boards to update information just kind of depends on your portfolio it depends on your staff and it depends on what makes the most sense to you because ultimately you want you and your staff to use the system and your clients to be happy and if that means a board per client then we will help you to set it up so that a board per client is makes makes the most sense and works the best for you did that answer the question yes i think that um it looks like that uh answered it perfectly awesome yeah that's a great question and one we honestly we get that question all the time um and monday what the great thing about monday and the great thing about the solution is that you can customize it fairly easily to what works best for you and where we come in and where we're very helpful is we know all of the the different things monday can do the best practices and so we can help to consult you on the best way to set your system up so you don't run into a frustrating problem um that you didn't know existed so that's one thing that we love doing um with with our with cpa and accounting firms we work with a lot of other companies as well but that's what this solution is set up for any other questions before we head out for the day i think we are wrapped up that's great this um this is a lot to cover we will send you the video after it's done so you can have that to reference for yourself and even if you're not sure the next step how to move forward i really recommend that you navigate to this um to i threw this in the chat room here and contact us for a little bit more conversation because we can talk you through we can answer your specific questions that maybe you haven't thought of yet or maybe you didn't want to ask today and take take it from there so thank you a hundred times over for attending today and for your interest in monday we hope that that this is a great solution for you we want this to be the best busy season you've had yet and for you to build your team and retain them this year through this amazing platform that exists to really help you grow your business and get on the same page with your clients with your staff and ultimately have a little bit of fun while you do it so thank you again i'm julie from lucid day and thank you jalen for helping we hope you have a great rest of your week and enjoy the rest of your day thank you you