Autoplay
Autocomplete
Previous Lesson
Complete and Continue
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
Adding a New Client to HubDoc
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock