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elsie_madison

Elsie Madison

@elsie_madison

CRM Automation Expert for Tax and Accounting Firms

Reino Unido
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
Hi, I'm Elsie Madison, a Tax & CRM Automation Specialist helping tax firms and accounting professionals streamline client management and workflows. I set up and optimize Canopy CRM, Karbon, TaxDome, TaxSlayer, Tax Nitro, SuiteDash, and other automation tools to improve efficiency, client communication, onboarding, and task management. With experience supporting businesses across various industries, I deliver systems that save time and boost productivity. Ready to automate your processes? Let's discuss your project today!... Saiba mais

Habilidades

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elsie_madison
Elsie Madison
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Gerenciamento de CRM
I will setup canopy crm tax nitro karbon taxdome taxslayer suitedash client management
A partir deUS$ 20 /projetoMais detalhes

Experiência profissional

Upwork

Tax & CRM Automation Specialist

Upwork • Freelance

Jun 2025 - Present • 1 yr 1 mo

Helped tax professionals, accountants, and service-based businesses streamline operations through CRM implementation and workflow automation. Experienced in setting up and optimizing Canopy CRM, Karbon, TaxDome, TaxSlayer, Tax Nitro, SuiteDash, Zapier, and Make.com. Skilled in client onboarding, task automation, document management, workflow design, client portals, and team collaboration systems. Focused on improving efficiency, reducing manual work, and creating seamless client experiences.