mesha Howto
Mesha is an AI-powered practice management platform that helps professional service firms automate workflows, manage client relationships, and increase profitability.
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Sign up for a free account: Visit the mesha website and click the 'Sign up for free' button to create an account
Set up your firm profile: Enter your firm's details and customize your branded client portal
Add clients: Use the CRM dashboard to add and manage your client relationships
Set up smart folders: Create folders to organize client files and enable automatic notifications
Configure automation: Set up automatic email reminders and follow-ups for recurring tasks
Use AI tools: Leverage the AI Copilot to draft emails and assist with client communications
Manage invoicing: Use the platform to create and send invoices, and track payments
Monitor analytics: Review dashboards to track productivity, profitability and other key metrics
mesha FAQs
mesha is an AI-powered practice management and accounting software platform that helps businesses manage clients, automate workflows, and handle financial tasks like invoicing, expenses, and taxes.
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Mesha is an all-in-one financial solution for US businesses, offering services such as finance, taxes, accounting, bookkeeping, and payroll.
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