Brought efficiency into data management practices to increase revenue potential by 50% and created new business insights with reporting and intelligence, allowing rapid company expansion that was not previously possible from a regional office to a national team of advisors that can support wealth management, tax, accounting, and investment advice for executives and businesses. TAP also replaced 3 systems, 20+ spreadsheets, and 40+ hours per week across 50 people manually tracking tasks. Most recently, the Tax Clinic began to offer a virtual filing option to make traditionally in-person services accessible to all in the wake. As the program enters its 20th year, it continues to evolve in order to meet the needs of customers. The streamlined workflow and efficient data management practices became value-add services amongst competition that helps advisors expand their customer base and collaborate at a higher level with immediate access to enterprise information. The TAP Tax Clinic provides free tax preparation and filing for low-income taxpayers. The team can gain insight into regional and national trends, forecasts and company performance. Information is now stored in a centralized database for quick access and updates, cross-country team collaboration and business intelligence reporting and analytics. The TAP Innovations enterprise solution allows the business and advisor functions to scale quickly, meeting time expectations of current and new customers. To ensure you’re getting exactly what you need, you’ll work directly with our team to purchase a Platform plan. If youre interested in an individual product, you can trial and purchase on your own or work with our sales team. On importing the fields of your custom metadata overview file. You can buy products on their own (Forms, Documents, Sign) or purchase our Platform plan. TAP then replaced 10+ Excel spreadsheets with workflow-friendly screens to capture data so more people can collaborate with access to necessary business information. The names of the custom metadata fields have to be the same names as the form fields in Tap Forms. I can enter a #tagofmychoice in the notes field of a contact in Apple Contacts and bring up all related contacts by a search for that tag.We simply asked.Tell us about your Manual Efforts and Spreadsheets (MESS). I’ve looked at Cardhop and it doesn’t seem to offer a whole lot more than the stock app, unless I’m missing something (which I feel I must be). Would need to be Mac and iOS, as a lot of my contact will be out of the office, noted down in the car quickly after seeing someone. ideally be able to deep link to those tags so I can quickly get from a meeting note to a individual.be able to tag (and quickly find) people eg by role, current status, need to follow up, attendance at a meeting and so on.Over a year since the last post here and I’m just wondering whether there’s anything new! I’m just about to move into a church role that will involve lots of people who I need to ‘know’… staff, congregation, those involved in meetings, external partners and related organisations and so on. Stable developer that will (hopefully) be around next year/decade.Īs of Feb 2021, Bus圜ontacts some these points, limited on the “Manager” part, but no iOS, no Mail/Messages integration (not their fault), and a bit long in the tooth.Ĭardhop also hits some points, but even less functionality than Bus圜ontacts.Integrates with email & message threads (maybe impossible in BigSur and beyond?).Integrates with multiple Contact Lists (iCloud/Google).Automatic bidirectional sync with iCloud.Think more “Contacts on steroids” rather than “Dumbed down Salesforce”, To recap the goal: Find a Personal Contact manager that goes beyond what is offered by the Mac’s Contacts app, but is not a Customer/Sales-oriented full-blown CRM like SalesForce or its million and one alternatives.Ī Personal Contact Manger (PCM?) should allow us to keep track of our personal relationships, help us remember to keep in touch with people, group people by interests, keep track of conversations, etc. Rebooting the conversation to see if anyone has any new suggestions.
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