Are you confident that your self-assessment tax workflows are as efficient as possible?
In this training video, Rowan Van Tromp from Karbon's Customer Success team demonstrates best practices for using Karbon workflows to manage self-assessment tax.
Watch the video to learn how to:
Effectively manage your team's schedule
Streamline client information collection and optimise the chase
Distribute work and gain real-time visibility over work statuses
View how many returns are left to complete per staff member or client manager
Automate client payment reminders (including payments on account)