aero workflow

• Aero Workflow: Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

  • Create Appointment: Creates an appointment See the docs here

  • Create Company: Creates a company See the docs here

  • Create Contact: Creates a contact See the docs here

  • Create Email Aero: Creates an email aero See the docs here

  • Create Task: Creates a task See the docs here

  • Create Vault Entry: Creates a vault entry for selected company See the docs here

  • Find Company: Finds companies with the given parameters See the docs here