PLANIGO IS EASY TO USE

Steps to get you started quickly and easily

étape 1
icone

We retrieve your data in your new Planigo management software package.

étape 2
PLanigo

We provide you with mandate templates and adapt them to your needs.

étape 3
icone

You let Planigo know that you have received the information and you get started.

étape 4
icone Planigo

Planigo will search mandates for steps to be carried out and will position tasks that must be completed in the identified employees work calendars.

And off you go!

Everything is integrated and managed by Planigo, from customer data to billing.

PLANIGO IS EASY TO USE

Steps to get you started quickly and easily

étape 1
icone

We retrieve your data in your new Planigo management software package.

étape 2
PLanigo

We provide you with mandate templates and adapt them to your needs

étape 3
icone

 You let Planigo know that you have received the information and you get started.

étape 4
icone Planigo

Planigo will search mandates for steps to be carried out and will position tasks that must be completed in the identified employees work calendars.

And off you go!

Everything is integrated and managed by Planigo, from customer data to billing.

PLANIGO OPENS YOUR MAIN TOOLS DIRECTLY IN YOUR WORK CALENDAR

Taxprep
acomba
sage
DT Max

WOULD YOU LIKE TO SEE HOW IT WORKS ?

Yes, we provide customized presentations.