Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

How Relay Bank Empowers Bookkeepers & Their Clients Through Better Banking with Deanna Zubrickas

07.18.2023 - By Alyssa LangPlay

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Alyssa Lang interviews Deanna Zubrickas, a rep from Relay Financial Bank, about their incredible banking platform and how it can help to streamline your client experience as a bookkeeper or accountant. In this episode Alyssa and Deanna dive into the newest features that Relay has released including Profit First auto transfer rules, 1% - 3% interest bearing savings accounts, Relay 2.0 and so much more.In this episode you’ll hear:New Profit First auto transfer rules to easily allocate money acr...

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