Zoom Integration® and Recording of Meetings with Integrated Billing
With Zoom Meeting Integration you will be able to conduct more agile, orderly and simple meetings with your clients virtually, streamlining your tax resolution process.
Start Meetings
Start an instant Zoom Meeting by setting the duration you want, with the option to record and bill it at the same time.
Schedule Meetings
Select the date and time in the calendar on the days you need to hold Zoom Meetings with your clients.
Record Meetings
Easily record Zoom Meetings with your clients allowing you and your clients to review important points that were discussed during the meeting.
Meetings Log
Through a Meeting Log you will be able to have a better control of all the meetings held, with which client, the date, duration and if it was recorded or billed.
