Staying organized means you’ll always be ready to answer your clients’ questions. Add key resources to a workspace so you have what you need whenever they call: time tracking, services contract, CRM record, and of course, completed deliverables.
Your business and financial guidance is only as strong as the data it’s based on. Workspaces are the perfect place to organize and access that background information. Add income tax statements, past balance sheets, business plans, and other documents shared by your client.
At different times of the year, you might be focused on accounting and payroll, budgets, taxes—or all three at the same time. Use a workspace to separate work by client and project, so you’re always up to date.