Small Steps To An Organized Practice (Sub-Tasks)

Firmzen lets you define processes you follow at your Practice as a part of the Services you offer. If you specialize at a Service such as Incorporation or Fund-raising or a certain kind of Tax, more often than not – you have set processes in place for these jobs. With Firmzen, you can explicitly document these processes and create sub-tasks or Steps.

With every Service, you can specify the Steps that need to be followed to perform that type of work effectively. Continue reading