Name: Comprehensive Guide to Using Accounta for Crayon Advisory Clients
Uploaded: 2025-10-08
Description: Comprehensive Guide to Using Accounta for Crayon Advisory Clients

Comprehensive Guide to Using Accounta for Cran Advisory Clients

Introduction and Overview

Dashboard and Notifications

Document Upload and Management

Profile and Personal Information

File Manager and Deliverables

Payments and Signatures

Forms and Questionnaires

Business Accounts and Multiple Entities

Closing Remarks and Support

This video provides a comprehensive introduction and tutorial on using the Accounta platform for new clients of Cran Advisory. It covers navigation through the dashboard, managing profiles, uploading documents, handling signatures, and accessing various folders related to tax preparation and business entities. The presenter also explains notification settings, payment links, and the handling of multiple accounts within the platform.

Comprehensive Guide to Using Accounta for Crayon Advisory Clients