A Guide to Onboarding New Tax & Accounting Clients
A Guide to a Better Experience for Onboarding New Tax & Accounting Clients
Streamline Your Firm’s Onboarding Process for Maximum Client Satisfaction
Onboarding new clients is a crucial process that sets the foundation for your long-term working relationship and enables your team to be more productive. However, many accounting professionals lack a formal system. Without an efficient onboarding workflow, you risk frustrating clients and staff, wasting time chasing documents, and losing business.
This comprehensive guide walks you through the key steps for optimizing your client onboarding process. You’ll learn:
The 4 major benefits of automating your onboarding workflows
A 6-step framework for streamlining your onboarding from start to finish
The exact checklist accountant Dawn Brolin uses at her firm
How SmartVault’s secure document management system for accountants creates seamless experiences
Don’t allow a disjointed process to derail new client relationships. Get the guide and establish efficient workflows that impress clients and boost productivity.Download the eBook to get started.
