Display.Accordus: Adding Documents and PDFs for Online Viewing
Please view this video for an update on this process as of 7/17/24. https://vimeo.com/985809333/3fd3825d6c?share=copy
July 12, 2024
Courses
Topics
Individual Lessons
Integrations: Little Green Light with Mailchimp
Oftentimes, clients will want to integrate Little Green Light and Mailchimp in order to contact their constituents in Mailchimp via email marketing. This is the
July 1, 2024
Accounting vs. Database Reports
Please watch this video to learn the difference between an accounting and database report when a client requests something, or when you are asked to
July 1, 2024
Setting Up Opt-In Monster Popups
Before setting up a popup, the WordPress site must be connected via the plug-in for Optin Monster. Here is a video on connecting a pop-up
April 8, 2024
Facebook Spam Warnings/Messages
Please beware of Spam notifications on Facebook. Your client may reach out to you and ask about certain messages, warnings, etc. If the notification looks
April 3, 2024
April 2, 2024
Accordus Mailing Address
Oftentimes, clients will have mail sent to our mailbox if they do not have a physical location. This is the mailing address for Accordus: 4935
March 27, 2024
Access to Client Accounts
When a client is onboarding with Accordus or has created a new account for emails, marketing, social media, etc., we need access to those systems
March 26, 2024
Troubleshooting: MFA within Keeper
We are exclusively trying to funnel all MFA codes through the Keeper platform. If you are consistently encountering an error when Keeper autofills the MFA
March 26, 2024
1099 Master Instructions
Quicklinks: What are 1099s? (useful to TLs and Accountants) Who Should Receive a 1099? (useful to TLs and Accountants) How to Prepare 1099 Filings – Overview
March 5, 2024