e
emilia_wilsons

Elsie Scotts

@emilia_wilsons
5.0(1)

Lead Generation and Sales Closing Expert

United Kingdom
English
About me
Hi, I’m Elsie Scotts, an automation and CRM specialist with solid experience in tax and business systems. I help tax professionals and service-based businesses simplify client management, automate workflows, and boost efficiency using tools like TaxDome, Canopy, SuiteDash, Karbon, and TaxSlayer. I’ve helped clients cut down manual tasks, stay organized, and build scalable systems for long-term growth. Send me a message today to discuss your business needs.... Read more

Skills

e
emilia_wilsons
Elsie Scotts
Offline • 
Average response time: 1 hour

See my services

Tax Returns
I will setup canopy crm karbon taxslayer taxdome tax nitro suitedash client management
5.0(1)
From$10 / projectMore details

Work experience

Upwork

Automation & CRM Specialist

Upwork • Freelance

Jul 2023 - Present • 2 yrs 10 mos

Set up and automated CRM and client management systems for tax professionals and service businesses. Improved workflows, client onboarding, task automation, and document management using TaxDome, Canopy, SuiteDash, Karbon, and TaxSlayer.

1 Reviews
5.0

(1)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
1-1 out of 1 Reviews
Sort By
Most relevant
    A

    andy_taxwize

    TH

    Thailand

    5

    Elsie has been great, she understood the scope of what we needed and delivered

    $200-$400

    Price

    2 days

    Duration

    gig

    Tax Returns

    Helpful?
    Yes
    No