e
emilia_wilsons

Elsie Scotts

@emilia_wilsons
5.0(1)

Lead Generation and Sales Closing Expert

Reino Unido
Inglés
Parte de la información aparece en idioma inglés.
Sobre mí
Hi, I’m Elsie Scotts, an automation and CRM specialist with solid experience in tax and business systems. I help tax professionals and service-based businesses simplify client management, automate workflows, and boost efficiency using tools like TaxDome, Canopy, SuiteDash, Karbon, and TaxSlayer. I’ve helped clients cut down manual tasks, stay organized, and build scalable systems for long-term growth. Send me a message today to discuss your business needs.... Lee más

Habilidades

e
emilia_wilsons
Elsie Scotts
desconectado • 
Tiempo medio de respuesta: 1 hora

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Declaraciones de impuestos
I will setup canopy crm karbon taxslayer taxdome tax nitro suitedash client management
5.0(1)

Experiencia laboral

Upwork

Automation & CRM Specialist

Upwork • Freelance

Jul 2023 - Present2 yrs 10 mos

Set up and automated CRM and client management systems for tax professionals and service businesses. Improved workflows, client onboarding, task automation, and document management using TaxDome, Canopy, SuiteDash, Karbon, and TaxSlayer.

1 Reseñas
5.0

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Desglose de calificaciones
  • Nivel de comunicación del Freelancer
    5
  • Calidad de la entrega
    5
  • Valor de la entrega
    5
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    A

    andy_taxwize

    TH

    Tailandia

    5

    Elsie has been great, she understood the scope of what we needed and delivered

    USD200-USD400

    $

    2 días

    Tiempo

    gig

    Declaraciones de impuestos

    Útil?
    No