How to Automate the Client Onboarding Process of an Accounting Firm

Posted by Ben Mulholland on Apr 5, 2019 11:10:34 AM

 The importance of a good client onboarding process is well-established, whether you’re talking about an accounting firm or a management consulting agency. Client onboarding deals with the crucial first impressions of new clients, setting them up for lifetime value, and squashing the seeds of churn before they can take root.

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Topics: client onboarding, accounting