e
emilia_wilsons

Elsie Scotts

@emilia_wilsons
5,0(1)

Lead Generation and Sales Closing Expert

Regno Unito
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
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.... Continua a leggere

Competenze

e
emilia_wilsons
Elsie Scotts
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Dichiarazioni dei redditi
I will setup canopy crm karbon taxslayer taxdome tax nitro suitedash client management
5,0(1)
A partire da10 USD / progettoMaggiori dettagli

Esperienza lavorativa

Upwork

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.

1 Recensioni
5,0

(1)
(0)
(0)
(0)
(0)
Valutazione dettagliata
  • Livello di comunicazione del venditore
    5
  • Qualità della consegna
    5
  • Valore della consegna
    5
1-1 di 1 recensioni
Ordina per
Più rilevante
    A

    andy_taxwize

    TH

    Thailandia

    5

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

    200 USD-400 USD

    $

    2 giorni

    Tempo

    gig

    Dichiarazioni dei redditi

    Utile?
    Sì
    No