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Accounting firm
Vineholt Harbor CPA
Legal and professionalIntakeClient portalsEvery front door, one tableLinks to anything
Mabel Holmqvist is the practice manager at Vineholt Harbor CPA, a six-person firm in Annapolis, and uses this to take every new client from the first inquiry to a signed engagement letter and a booked first engagement.
What it makes
- 3 tables
- 6 views
- 2 forms
- 2 sets of dimensions
- 1 digest
- 1 client portal
- 1 document
- 1 dashboard
- 1 row action
- 2 stage rule sets
- 1 notification
- 1 agent