April 22, 2013 · 6:00 PM
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Robin Hall will Demo NEXT
NEXT is not just a Customer Relations Management (CRM) database, but a very powerful Practice Management Tool.
NEXT is an all-in-one business management tool that can facilitate the management of your firm in ways that you might never have conceived... until now.
If you are the owner or manager of a firm, NEXT allows you to see what has been done during the day while you may have been with clients or performing other tasks required by your position. It is an absolute record of accountability.
NEXT is offered exclusively through the National Advisor Network and requires an access code in order to be installed. We will have a demo of this powerfull new tool from Robin Hall at [masked]
As Always, we share information related to QuickBooks software, hot tax topics and related information to help you assist your clients. The meeting includes a light meal, networking opportunities and a presentation. Please contact Michelle for your food order by Monday at noon- [masked] or call P:[masked]