ClickUp for Accounting and Financial Firms

Want to know the best way to set ClickUp up for your accounting or financial services firm?
In this video, we walk you through our proven ClickUp setup (used by 2,700+ firms) to help you streamline your operations and build a more productive, profitable, and healthy firm.
Here's what's included:
0:00 - Introduction
0:34 - The future state
5:02 - ClickUp hierarchy
12:13 - Building process templates
22:00 - Creating client folder templates
26:13 - Working in ClickUp
31:27 - Conclusion
📕 Get our ultimate "How to Use" ClickUp guide: www.zenpilot.com/clickup-guid...
--------------------------------
As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 teams streamline their operations in ClickUp.
🥇 Learn why ZenPilot is ClickUp's highest-rated solutions partner: www.zenpilot.com/clickup-cons...
📞 If you're ready to experience the power of world-class operations, schedule your free ops strategy call here: www.zenpilot.com/call?...
--------------------------------
📚FREE RESOURCES 📚
👥 Join the FREE ClickUp Community: / 12842198
⚡️ Want to see how your operations stack up against 2,000 other firms? take the 20-question benchmark: tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template: www.zenpilot.com/client-onboa...
--------------------------------
⚠ Disclaimer: The videos on our KZbin channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
#clickup #clickuptutorial #projectmanagement