Tax planning reminders

Name: Tax planning reminders
Uploaded: 2026-10-13
Duration: 102 s
Description: Create a reminder campaign from a template, upload a client list, check who it covers, send yourself a test and review it, then queue it for the matched clients.

Create a reminder campaign from a template, upload a client list, check who it covers, send yourself a test and review it, then queue it for the matched clients.

Recorded on a demo practice with fictional data. English narration with captions.

13/10/2026 • 1 min • tutorials

Create a reminder campaign from a template, upload a client list, check who it covers, send yourself a test and review it, then queue it for the matched clients.