Hi,
We have issues with keeping client contact information up to date and accurate.
The problem is we have multiple places that we store each clients information, and sometimes it doesn't get updated at each place. And it really pains me that we sometimes have sent tax documents to the wrong/old addresses.
E.g. we have each clients info in
1. Lacerte
2. QuickBooks
3. Stamps.com
4. TaxDome
5. 8x8 VOIP (phone contact list)
How do you organize it all? is there a better way than updating all of these locations?
Please help!