Automate Client Savings with Relay's Savings Accounts & Auto Transfer Rules

Accounting
Written by Blake Oliver

Relay now has Savings Accounts! Watch this 2-minute video to learn how to pair Savings Accounts with Auto Transfer Rules to help clients save a little bit every day AND earn interest — all without lifting a finger.

Blake Oliver http://blakeoliver.com
Previous

Review of TurboTax LIVE Full Service Business 2023 for Tax Professionals
Next

Follow Jerry Maginnis for Insights and Inspiration in Accounting