Why should you have an efficient client onboarding process?
Client onboarding is the process of incorporating new customers into a business and cultivating a …
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Onboarding
Ongoing monitoring: What do you need to know?
Ongoing monitoring is a process used by accountancy firms to regularly review, update and enhance …
The critical role of effective practice management
Practice management is a critical part of running a successful accounting firm and is the …
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Why should you have a quality, automated engagement letter?
Engagement letters are a legally binding document that defines an overall business relationship between a …
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Streamlining professional clearance
Changing accountants can be a stressful time for new clients as the process doesn’t necessarily …
The importance of risk assessment in onboarding
Being able to accurately assess risks when onboarding new clients is an essential part of …
Protecting client data during onboarding
Many businesses collect sensitive data from their clients during the onboarding process, such as passport …
Why do you need a sales proposal?
A sales proposal is a paper or digital document, designed to promote your products or services …
The Importance of Opportunity Development
There are many layers to client onboarding and peeling back those layers is crucial to …
