BKP'g - Manager File Review

"This template is a stand-alone QBO manager file review to ensure client work is clean and compliant. It is an international version that can be used in any country. Here is a video on implementing the Manager File Review template. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags. https://www.loom.com/share/eebe9293ad4e423a99890d6bc6f7c9a0?sid=000a96fc-6d41-4236-93a0-02a88b22a866"