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Automation & CRM Specialist
Upwork • Freelance
Jul 2023 - Present • 2 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.
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andy_taxwize

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