ERPCA 13 · Work 2 Planner, Review Board, Reminders

How to plan and review work in the new ERPCA: the Planner (who works on what, and when), the Review board for the maker-checker routine, and client work reminders. Recorded on demo data; the planner's plans are made up for the demo, and nothing was saved. Chapters 0:00 Introduction 0:09 Planner 1:41 Review board 2:53 Client work reminders 3:30 What's next Next in the series: My time: the Day sheet and the time tracker Narrated by an AI voice made from the presenter's own voice. ERPCA, ERPCA tutorial, Planner, Review board, maker checker, resource planning, CA practice management, CA firm software