Print Project Examples
This menu can be a helpful resource to share with clients when they need a visual example of printing products.
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Keeper Super User
Keeper is the password system that Accordus uses to securely store and share passwords for our clients and team members. Use this AccordusU article to understand how Keeper works for all team members. Below you’ll find a list of cool features and resources for Keeper intended to help Keeper Admin manage and share passwords. Sharing
Orientation to Teamwork
Teamwork is our project management system that you will use daily. It is crucial that you understand how to use TW appropriately.
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Keeper
Keeper is the password system that Accordus uses to securely store and share passwords for our clients and team members. Using this system for work-related logins is required for all team members. If you encounter any issues with Keeper, please email [email protected] for assistance. Overview of Keeper: see video here Main points from video: Single
Handwriting projects
Some of our clients like to send handwritten note cards to their donors to connect with them and leave a lasting impact from their organization. Hand-addressed mail has a much higher open rate and has been really successful in getting personal mail to donors from our clients. Some clients do this on their own, but we
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Facebook and Google ads
If your client is interested in using Facebook ads, see this overview video to learn more about what ads are and how to use them. Step 1: Complete pages 1-2 of this Ad Project Doc with your client during your next meeting (select “make a copy” to get started). Click here to watch a tutorial.
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Dropbox FAQ
Overview All Accordus team members use shared Dropbox accounts specific to their individual roles. It is our shared file system. The credentials to that Dropbox account were shared with you during onboarding and you can access them in Keeper. Setting Up Dropbox How to add the Accordus Dropbox to your computer – if desired. How
WorkrBee – Virtual Assistant Onboarding
You should already received an invite to QuickBooks Time. Once you are set up there, please clock all time to:
“WorkrBee – ONBOARDING”
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Accordus Maternity Leave Procedure
If you’re reading this, CONGRATULATIONS!! We are excited for your growing family! We want your maternity leave to be as smooth as possible and for you to not have to think about work but instead to cherish this time with your new baby. Here is our transition process, expectations and other helpful information you may
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Bill.com Training
The following information is intended for Accordus’ Bill.com Admins to follow to setup and manage our firm’s Bill.com account for Accordus and clients. Once all of these steps are completed, please schedule an onboarding meeting with Bill.com to have one of their implementation specialists confirm everything is in place. Our personal contact as Bill.com is Zion Lee [email protected], 415-816-0953 (as of fall 2022).