Add an option to create Internal Operation projects, not related to clients but within our company to track projects such as "Updating our prices and packages", "testing new tax software", "introducing new service" and the option to add information about service provider instea of client.
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Martha Valero
I currently created myself as a client and opened 2 projects for my company:
- tax workflow structure: where we are testing new tools and systems for this tax season and identifying improvements for next year
- SICM: a project with a service provider to define a new product and sistematize it.
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T
Tiffani Chavez
Hi there! We have also created ourselves as a client and created all internal projects and tasks under this client. We also setup test clients so that we can do test runs on new workflows. Hope that helps!