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How to Set Up the Tax Reminder System in Your ClientWhys Tax Accounting Website
- Posted on January 23, 2012
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The Tax Reminder system allows you to accommodate office tasks like appointment setting, appointment reminders, due date reminders and much more. This will lower your administration costs and improve the efficiencies in your office.
We utilize Google Calendar and Google sync because it allows us to work with almost any calendar. If your Calendar can sync with Google, it will work with our system. Click Here to see if your calendar is supported.
It takes three steps to set up the Tax Reminder system. Please review the video tutorials for details on each section. You may also want to use the daily import tool to load your events within the system. Click Here to download the excel database file.
Step 1 - Google Calendar Set-Up
Step 2 - Setting Up Preferences
Step 3 - Due Date Reminder Set-Up
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Wendy Claypool
If you are a long-time ClientWhys customer, then Wendy's voice is very familiar to you. And you also know that she loves dogs. Wendy knows what it takes to exceed client expectations and is dedicated to your success. She has a clear understanding of what drives customer satisfaction and does an exceptional job of meeting the needs of our client base.
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