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Fiverr Pro
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$
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Elsie Madison
@elsie_madison
CRM Automation Expert for Tax and Accounting Firms
Royaume-Uni
Anglais
À propos de moi
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!
Compétences
Elsie Madison
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
Gestion de la relation client
I will setup canopy crm tax nitro karbon taxdome taxslayer suitedash client management
Expérience professionnelle
Tax & CRM Automation Specialist
Upwork • Freelance
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.
