Create a Consistent Client Experience that Delivers Maximum Efficiency

Ensuring that you have the most efficient and consistent client experience possible will make your firm more productive and profitable now and in the future. It’s time to take control and maximize your processes and the right technologies to make it happen.

Join Dawn Brolin, CPA, CFE, as she shares the exact process she uses to onboard her accounting and tax clients seamlessly and serve them with the highest level of efficiency possible. Dawn will show you exactly how she has set up her processes for client onboarding and communication, document management tools and folder structures, plus her integrated technology environment that is the foundation of her client experience model that keeps her clients and her team super productive and satisfied.

In this webinar you will learn:

• How to create a collaborative client experience (CX) in the cloud.
• The benefits of using a document management system that’s built for accounting firms as part of your client experience workflow.
• How to set up your folder structure for efficient document intake and management through the full client experience workflow, including real-life examples from Dawn.
• How to use the DocuSign integration in SmartVault as a productivity-boosting time saver for proposals, engagement letters, and tax returns.

Watch this on-demand webinar to find out how using SmartVault will help you create a client experience that sets your firm apart and saves the sanity of you and your team all year long.