Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.
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Pro Plan
You can now embed or attach images and PDFs directly into Pro reports, creating a more flexible reporting experience.
New company settings experience with updates to usability, performance, navigation and bulk actions.
Users can import multiple companies in a single import from cloud sources (Xero, QBO, MYOB, Sage Business Cloud, Acess Financials and Dimensions).
User can now quickly sort and organise imported companies by applying tags.
Users can select multiple cloud companies in an organisation and queue them up for an update