XPM + Smartsheet

Another useful add-on, used by many of our accountancy and professional clients, is Smartsheet.

Smartsheet allows you to work with other team members, or collaborate on a specific task.

The software makes it easy to invite people anywhere to collaborate on your entire project by sharing a particular sheet with them. Alternatively, you can simply send them a row with all attachments to obtain updates.

Allows for Gannt style resource planning for complex jobs e.g. Accountancy Audits.

Work with team members