Manage sales appointments with by setting reminders, viewing schedules, and tracking customer interactions. Access product information and prepare sales materials. Update appointment statuses and communicate with team members in real time.
Answer tax-related questions to prepare returns. Chat with tax advisors in real time. Upload documents securely. Receive completed tax forms. Pay fees and track progress. Share information with professionals.
View released, confirmed, and pending shifts. Accept or reject shifts. Clock in and out. Update availability for AM, PM, and night shifts. Get directions to client locations. Access pay slips. Receive notifications for new shift allocations.
