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Interesting Accounting Question from Reddit

16 min
/Dec 8, 2025
00:00

Intro: Reddit Question

00:23

Project Management Overview

00:49

Personal Experience Intro

01:00

ClariBase and Approach

01:31

Contact and Project Tables

02:02

Building Tables

03:22

Templated Tasks

04:15

Task Setup Considerations

04:50

Linking Projects and Tasks

05:32

File Request Management

06:15

Advanced: Corporate Tax

07:38

File Requests Notes Field

08:58

Copying File Requests

10:03

Why Project-Level File Requests?

10:51

Template Project Types

12:22

Automation and Task Assignment

13:23

Key Tables for Project Mgmt

15:20

Workflow Summary & Contact

Generating summary...