055 Accountants Selling Software To Accountants
Jason On Firms Podcast
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How to Build a Successful Product
Fin Daily is an automated email that goes out on a schedule that you pick. It pulls in the live data for variables that you set up in these email templates. For me this was helpful for cash reporting that we did for our clients. I could pull in like upcoming bills from QuickBooks or zero and even load in custom amounts from Zapier.
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