Without the right systems and processes in place, client onboarding can be challenging and time consuming for accountancy firms.
Recently our CEO Simon Leek sat down with Jo Edwards, Director of JE Consulting to look at how the firms who get this right achieve a smooth onboard for their new clients and spent some time discussing:
• What client onboarding actually involves
• Why firms are wasting billable hours on inefficient onboarding
• Where many firms fail to establish the right processes
• The benefits of effective client onboarding
• How you can save time, money and make life easier with the right software.
Catch up on the webinar below and find out how to enhance your client onboarding and make build long lasting client relationships!