e
emilia_wilsons

Elsie Scotts

@emilia_wilsons
5,0(1)

Lead Generation and Sales Closing Expert

Reino Unido
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
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.... Saiba mais

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emilia_wilsons
Elsie Scotts
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Tempo médio de resposta: 1 hora

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Declarações Tributárias
I will setup canopy crm karbon taxslayer taxdome tax nitro suitedash client management
5,0(1)

Experiência profissional

Upwork

Automation & CRM Specialist

Upwork • Freelance

Jul 2023 - Present2 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 Avaliações
5,0

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Classificação detalhada
  • Nível de comunicação do freelancer
    5
  • Qualidade da entrega
    5
  • Valor da entrega
    5
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    andy_taxwize

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    Tailândia

    5

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

    US$ 200-US$ 400

    $

    2 dias

    Tempo

    gig

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