Automate Your Client Onboarding: A Guide for Accountants and Bookkeepers
A Talk by James Rose , Ethan Cooney , Jacqui Trumper and Rebecca Mihalic
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About this Talk
"Automate Your Client Onboarding: A Guide for Accountants and Bookkeepers."
We're bringing together James Rose from Content Snare, Ethan Cooney from Ignition, Rebecca Mihalic from businessDepot, and Jacqui Trumper from Black Cat Accounting, experts in streamlining and automating the client onboarding process.
Discover how to leverage automation to not only save precious time but also enhance your client's experience from the very first interaction.
James will dive into automating content collection and workflow to make your onboarding process as smooth as possible, while Ethan will share insights on integrating client engagement and billing processes seamlessly.
Rebecca and Jacqui will share best practices that they've implemented in their own practice to streamline client onboarding.
