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elsie_madison

Elsie Madison

@elsie_madison

CRM Automation Expert for Tax and Accounting Firms

Großbritannien
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Hi, I'm Elsie Madison, a Tax & CRM Automation Specialist helping tax firms and accounting professionals streamline client management and workflows. I set up and optimize Canopy CRM, Karbon, TaxDome, TaxSlayer, Tax Nitro, SuiteDash, and other automation tools to improve efficiency, client communication, onboarding, and task management. With experience supporting businesses across various industries, I deliver systems that save time and boost productivity. Ready to automate your processes? Let's discuss your project today!... Mehr lesen

Kompetenzen

e
elsie_madison
Elsie Madison
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will setup canopy crm tax nitro karbon taxdome taxslayer suitedash client management
Ab20 $ / ProjektWeitere Details

Arbeitserfahrung

Upwork

Tax & CRM Automation Specialist

Upwork • Freiberufler

Jun 2025 - Present • 1 yr 1 mo

Helped tax professionals, accountants, and service-based businesses streamline operations through CRM implementation and workflow automation. Experienced in setting up and optimizing Canopy CRM, Karbon, TaxDome, TaxSlayer, Tax Nitro, SuiteDash, Zapier, and Make.com. Skilled in client onboarding, task automation, document management, workflow design, client portals, and team collaboration systems. Focused on improving efficiency, reducing manual work, and creating seamless client experiences.