Helpful Wikis (List) | LEACIF Team Space

Helpful Wikis

Subscribing to a Team Member's Calendar in Google Calendar

Important for when you need to see fellow Team Members scheduled meetings.

Our Quality Management Labels

You may notice labels on specific files beginning with EQM or SQM, and a number. These are labels that correspond to components of our Quality Management system.

Exploring TaxDome and All of its Features

Small guide for navigating the Firm side of TaxDome.

Procedures for Taking Time Off

Procedures for Time off which includes Gusto, Google Calendar, and DailyBot

Transferring Ownership of Multiple Files in Google Drive

All files uploaded in folders within the LEACIF Drive should have ownership transferred to LEACIF CPA (admin@leacif.com).

Responding to DailyBot Check-Ins

DailyBot for check-ins.

Creating Filter Presets for TaxDome

For easier navigation of workflow tasks

Helpful Keyboard Shortcuts and Sheets Formulas

Keyboard shortcuts that make things easier

Creating and Applying Gmail Filters and Labels

To make filtering and organizing emails easier.

Accessing AICPA Learning Account

For accessing courses for continuing education and training.

Creating an Email Signature for Gmail

For our branded email signatures

Creating an Incident Report Form on TaxDome

What to do if you need to fill out an Incident Report Form

Adding Mileage (and Other) Expenses in Gusto

Mileage for any events, team outings and more are reimbursed through Gusto