Client Resources
Helpful materials accounting firms can share with their clients
Articles
- How Briefcase protects your information
- Setting up Email Auto Forwarding (Outlook/Microsoft)
- 5 Reasons to Switch to Briefcase
- Email draft - Informing clients about switching to Briefcase
- Getting started with Briefcase (One-Pager)
- Email draft - Informing clients about trialling Briefcase
- Setting up Email Auto Forwarding (Gmail)