e
emilia_wilsons

Elsie Scotts

@emilia_wilsons
5,0(1)

Lead Generation and Sales Closing Expert

Verenigd Koninkrijk
Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
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.... Lees meer

Skills

e
emilia_wilsons
Elsie Scotts
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Belastingaangiften
I will setup canopy crm karbon taxslayer taxdome tax nitro suitedash client management
5,0(1)
VanafUS$ 10 / projectMeer informatie

Werkervaring

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 Reviews
5,0

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Specificering van de beoordeling
  • Communicatieniveau van de freelancer
    5
  • Kwaliteit van de levering
    5
  • Waarde van de levering
    5
1-1 van 1 reviews
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    A

    andy_taxwize

    TH

    Thailand

    5

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

    US$ 200-US$ 400

    Prijs

    2 dagen

    Looptijd

    gig

    Belastingaangiften

    Nuttig?
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