SFP 83: Defying description, this CPA firm is a real Dark Horse
Transforming: Tales of Business Evolution
00:00
How Organizers Are Changing the Way We Do Business
Sorban: The easiest way to think about that from at least the client experience is that it's much more like a TurboTax sort of interview process. And it's customizable. It's got to fit your use case and they're very dedicated to making sure that you get it customized for the way that works for your firm. But if you really want to leverage it for what it can do, you've got to have involvement by your team.
Transcript
Play full episode
