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Our Technology Stack
Welcome to Nine Advisory!
We do tech
Our Tech Stack
Quiz
YouTube
The first place to search for answers.......and your new best friend!
Channels
Quiz
Slack
Slack - An introduction
Getting Slack setup
Our INTERNAL and EXTERNAL Slack Teams
Quiz
Freshdesk
Customer Service and Customer Experience
Introduction to Freshdesk
Freshdesk Academy
Quiz
Asana - Our Real-Time Action Plan
An Introduction to Asana
Installing Asana for Gmail (1:38)
Asana - a 30 minute product tour
Your Daily Routine
Include Email Templates in Asana (3:40)
Asana & Slack - 2 best friends!
Asana & Your Email - How to avoid missing CRITICAL tasks
Marking tasks complete that still have Sub-tasks incomplete (0:53)
Quiz
G-Suite
GSuite Introduction
Google Chrome
Gmail
Quiz
Receiptbank
Features of ReceiptBank
Setting up a new client account in Receiptbank (9:39)
Giving a client access to MULTIPLE Receiptbank accounts from a single login (giving NA employee access) (10:46)
Quiz
Dropbox
An introduction to Dropbox
Security - we take security seriously
Quiz
Hubdoc
Adding a New Client to HubDoc (8:37)
Autoforwarding invoices, receipts or bank statements after they are downloaded (6:26)
Deputy
Entering Sales Forecasts in Deputy (3:19)
Other Systems We Use
Docusign - Electronic Signatures
NowInfinity - All our client ASIC records
Infotrack - Document and Personal Searches
Adobe - Create, edit and convert pdf documents (4:00)
LastPass
Password Manager
Setup the extension
How to use LastPass
Giving a client access to MULTIPLE Receiptbank accounts from a single login (giving NA employee access)
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