11.07.2022 - By Blake Oliver, CPA
New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for success. It sets the tone for the entire relationship. Grab a coffee and join us to learn how to automate your client onboarding process to save time and create happier clients. We’re not looking to add new apps to your tech stack. You’ll learn to streamline your existing processes using the latest no-code technology.