How Accountancy Firms Can Perfect The Client Onboarding Experience
Without the right systems and processes in place, client onboarding can be challenging and time …
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Onboarding
Accountants – How Well Do You Use Technology to Onboard New Clients?
Client onboarding is an essential part of establishing an effective relationship with your client and …
Accountants – How Well Do You Use Technology to Onboard New Clients? Read More »
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
CRM is the natural place for onboarding clients because it is the one place that …
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Client Onboarding: First Impressions Count!
Is your client onboarding experience slow and inconsistent? First impressions count! You don’t get a …
By No Means Take Client Satisfaction Surveys For Granted!
Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net …
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Streamline Client Onboarding in an Accountancy Firm
At FibreCRM we’re passionate about streamlining the client take-on process. There is a lot to …
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ROI – Return on Investment from CRM
An example Return on Investment from an accountancy-specific CRM solution.
How to welcome clients to your practice with one system
Client onboarding for accountants is the process of taking on a new client into your …
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