Financial Reviews
Overview of client meetings and reviews.
Use this app to track your client meetings and associate their returns, in addition to any other work in progress, to have all of the data you need at your fingertips.
Created by
Podio App Team
301 apps in App Market.
- Rating:
- Business Function: Legal & Finance
- Industry Sector: Other
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Accompanying apps
- This app references: Clients, Returns, Audits
- This app is included in the pack(s): Accounting Practice Management